Kacie Swartz (CFP®, CIMA®)

Kacie Swartz focuses in the
following client markets or areas of practice:

  • Divorce Planning
  • Federal Employees
  • Fixed Fee (Subscription, Retainer, etc.)
  • LGBT Couples and Families
  • Socially Responsible Investments
  • Women's Financial Planning Issues

Planning Specialties

Kacie's background in investment education can be extremely comforting for people experiencing a divorce, the death of a significant other, or receiving an inheritance. Her advanced experience guides clients as they move through these transition periods and supports them as their personal financial planning needs evolve.

Additional Information

Kacie has been in the financial services industry since 2001 and a CERTIFIED FINANCIAL PLANNER (TM) practitioner since 2012. For over 20 years, Kacie has been committed to simplifying financial concepts and making financial literacy accessible to everyone.

NAPFA Start Date

October 30, 2013