Katrina Welker (CFP®)

Katrina Welker focuses in the
following client markets or areas of practice:

Business Owners

Cash Flow/Budgets/Credit Issues

Entrepreneurs

Fixed Fee (Subscription, Retainer, etc.)

Hourly

Middle Income Client Needs

Planning Specialties

Business Owners, Working Families, Generation X, Generation Y,

Additional Information

I enjoy helping clients understand their finances and how to use their resources to live their ideal lives. I spent years working in a world that only focused on the investments and I found myself constantly wanting to do more for my clients. The investments are a piece of your puzzle, but I want to look at the big picture made up of all the pieces.

I joined Rooted Planning Group to be able to offer comprehensive advice to my clients. Working with a team of financial planners lets me focus on building client relationships while bringing the knowledge and experience of the group to the table.

I specialize in working with small business owners as well as busy working families. I was raised by hard working parents who both owned their own businesses, so I intimately understand what that lifestyle entails; the struggles, the responsibility, and the freedom. My current life can be summarized by busy working family; balancing careers, time, finances, and children is a reality I understand.

I have a bachelor’s degree in financial planning from Alfred State College. I have been in the financial services industry for 14 years and have also worked as a tax accountant during that time building an extensive tax background.

A little about me: I grew up in a small town in Western, NY where I chose to continue to live with my husband and two children. We are lucky to spend a lot of our time occupied by community activities, church, and our family. I love to travel, get lost in books, and savor time with my family.