WEALTH ADVISOR, Buckingham Strategic Wealth
As a wealth advisor for Buckingham Strategic Wealth, Katie Marsden takes pride in helping individuals navigate the challenges of balancing daily expenses with their savings goals. Seeing the impact that it has on their lives is what keeps her coming back for more. She finds joy in collaborating with her team to truly understand how she can help clients in any unique situation; the problems that keep them up at night and the goals that they have set for themselves. Thinking critically to help clients find the solutions to these complex issues is the part of the job that is most rewarding to her.
With a passion for helping people make smart, informed decisions around their money, Katie finds she can make the biggest impact helping those going through a life transition. From the loss of loved one to the birth of a new one, starting a new business to planning for retirement, to newlyweds planning their future to those in the process of divorce. When life happens, there are many financial decisions that require our attention. Katie takes pride in assisting her clients in navigating the future.
As a Certified Divorce Financial Analyst (CDFA®
), she helps clients navigate the financial challenges and decisions divorce can bring. Divorce can be overwhelming and having someone to guide you in making sound financial decisions today, can have a big impact on your future financial well-being.
Prior to her career with Buckingham Strategic Wealth, Katie worked for The Sher Group as a Paraplanner and Moneta Group as a Client Service Manager. She earned her bachelor’s degree in human environmental sciences with an emphasis in personal financial planning from the University of Missouri.