Katie Moore

CDFA
Personal Finance, Retirement, Lifestage Based Planning
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“Katie Moore has over 10 years of experience helping people expand their knowledge and build their confidence regarding money and investing. ”
Firm:

AspenCross Wealth Management

Job Title:

Financial Planner

Biography:

Katie Moore began her financial and investment management career as a Financial Planning Associate Intern at Linsco Private Ledger in 2003. She went on to work at Bankers Life and Casualty as a team leader specializing in working with retirees on Social Security, Medicare Planning, and Asset Protection strategies. 

In 2012, Katie, a Certified Divorce Financial Analyst, (CDFA) joined AWM to serve as the chairperson of the firm's Women and Wealth advisory team. She now spends her days focusing on helping savvy independent women and women in transition due to a death, divorce, career change or other significant life event become more informed and involved in their personal finances and investments, so they can feel more confident and in control of their financial future.

Katie is a graduate of California State University in Chico CA, with a B.A. in Business Administration and Finance.

Her relaxed, calming and caring manner in working with clients shows in the long-lasting relationships she builds with the clientele she serves. She helps her clients first and foremost by being a great listener and a caring friend, and ultimately after understanding and assessing their specific needs provides her client's highly personalized advice and clear actions steps to help get them to where they want to be.   

Originally from Northern California, Katie moved to Boston in 2006. She currently resides in Maynard, MA with her husband and two children, Owen and Isla.

Education:

BS, Business/Finance, California State University, Chico

CRD Number:

4685447

Disclaimer:

Securities offered through TRIAD Advisors, Member FINRA/SIPC; Advisory Services offered through AspenCross Wealth Management, Inc. a Registered Investment Advisor. 1400 Computer Drive, Westborough, MA  01581. (800) 530-6635  Privacy Policy / Disclosure Brochure

Licensed to offer Securities in the following states:

CA, MA

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