Katherine Brown (BA, CSA)

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

  • AUM
  • Fixed Fee (Subscription, Retainer, etc.)
  • Hourly
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

Investment Advice * Asset Allocation * Portfolio Rebalancing * Tax Advantaged Investing * Retirement Sustainability * Budgeting & Cash Flow Management * 401k, 403b, Savings Plan, & Pension Advice * IRA Rollover, SEP, SIMPLE, ROTH IRAs * Life Insurance & Annuity Advice * College Savings Plans * Dimensional Fund Advisors (DFA) and Vanguard Portfolio Strategies - Stanford University - 1998 * PFP - University of California Los Angeles (UCLA); Personal Financial Planning Program 

Additional Information

Katherine's past experiences bring a wealth of financial expertise to the table. She has worked in finance for over nineteen years. In the past she has managed the investor relations department for a real estate company and mortgage lender. Before starting a firm, she worked with two life insurance companies and a financial planning firm. Based on education requirements, experience, and financial planning methods, she has been a NAPFA Registered Advisor since 2005 and has also earned the credentials of Certified Senior Advisor CSA(r), which aids in her helping clients over the age of 50+ plan in their post retirement years. She holds a BA from Stanford University. At the University of California at Los Angeles she graduated with distinction from the CFP board registered graduate level program where she earned her Personal Financial Planning (PFP) Certification.

Clients can choose to meet annually, quarterly, or even monthly. Hourly one-time engagements are also available.

In her spare time Katherine enjoys spending time with her husband and two children. She is a member of the Junior League of Hampton Roads and Jack and Jill of America, Inc., which are both community service organizations. She has been a member and supporter of the Peninsula Woman's Network since 2005. She serves on the board of her local Stanford Alumni Chapter. She and her family attend World Outreach Worship Center in Newport News, VA . She is also a horse and ballet enthusiast.

NAPFA Start Date

July 01, 2005

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This Office

751 Thimble Shoals Blvd Ste J Newport News, VA 23606-3563 Phone: (757) 847-3040 Fax: (757) 887-2595