Katherine Brown (BA, CFP®, CSA)

Katherine Brown focuses in the
following client markets or areas of practice:

  • Fixed Fee (Subscription, Retainer, etc.)
  • Hourly
  • Investment Advice with Ongoing Management
  • Real Estate Investments
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

Many people come to me for help with financial planning transitions that occur mid-life.  Some of the many scenarios my clients face are planning for their  retirement, sustaining their lifestyle during  retirement,  re-balancing investment portfolios,  tax-efficient investing, the death of a spouse, help after a divorce, downsizing, taking social security, pension decisions, and  looking at inheritance stewardship.

Others have life demands that keep them too busy to stay on top of their investment portfolios, and keep on track with their long-term goals.  Some of those goals have included college funding, relocation, up-sizing, major purchases (think vacations, cars, and boats), and benefits planning at work.  Often people let important things in a busy family slip through the cracks. Some of these life decisions include updating investment plans, validating estate plans, and making sure that they have planned for unforeseen risks. 

Additional Information

My clients have the luxury of having a trusted fiduciary who is easy to reach, whether it's a phone call, an office visit, or a virtual screen-sharing meeting.  Clients find that the boutique atmosphere of the office, is unique, refreshing, and personable. 

I earned a Bachelors degree at Stanford University in Palo Alto, California, and then continued my studies at the University of California in Los Angeles (UCLA), where I graduated with distinction from their Financial Planning (PFP) program.  I was admitted to the National Association of Personal Financial Advisors in 2005.  I am honored to be a fee-only NAPFA Registered Financial Advisor in the state of  Virginia and look forward to meeting you.  

NAPFA Start Date

July 01, 2005


This Office

1765 Greensboro Station Pl Ste 900 McLean, VA 22102-3470 Phone: (571) 338-3586

Other Offices

751 Thimble Shoals Blvd Ste C Newport News, VA 23606 Phone: (757) 903-2127