Katie Fischer (CFP®)

Katie Fischer focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Investment Advice with Ongoing Management
  • Middle Income Client Needs
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Additional Information

Katie likes the personal role she plays in seeing clients succeed with their financial goals. Drawn to financial planning in college when she saw the impact of careful, numbers-based planning could have on people’s lives, she knew she’d found the right profession.

Katie joined Market Street in 2013. She began working in the industry in 2009 after earning a B.S. in Financial Planning and Counseling from Purdue University. She is a CERTIFIED FINANCIAL PLANNER™ (CFP®).

Outside of work, Katie is an active member of the Junior League of Indianapolis, an organization of women dedicated to improving the community through the effective action and leadership of trained volunteers. She and her husband, Phill, also stay very busy with their daughter, Jamisyn.

 

NAPFA Start Date

January 14, 2015

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This Office

3105 E 98th St Ste 170 Indianapolis, IN 46280-2007 Phone: (317) 552-0505 Fax: (317) 860-1418