Summary

  • Firm: Wilson David Investment Advisors
  • Job Title: Financial Planner
  • Certifications: CFP®, EA

Experience

Kathryn Hauer fixes things. Her specialties are financial planning, financial literacy education, taxes, and investment advice, but over her 30-year career, she's been able to help people fix problems with money, construction projects, meetings, sentence construction, culinary disasters, and academic difficulties.

Kathryn help clients using her knowledge, experience, and hard work... although she likes to think that working together has its own magic. Her work as a lecturer, teacher, copy-editor, writer, presenter, negotiator, researcher, and office manager in a diverse cross section of business, educational, and government organizations has helped jer gain the depth of knowledge needed to advise her clients in all aspects of sound financial planning and investment.

She have been described as a fast, cheerful, flexible worker who rapidly resolves unexpected problems and project difficulties. She manages work quality and time based on guidelines provided and uses her talents to provide customers with top-notch service.

As a champion for financial literacy, she speaks at high schools, libraries, career fairs, churches, businesses and community groups to raise awareness about financial knowledge and safety.

Disclaimer: By choosing to work with this Advisor, you acknowledge that neither Wilson David Investment Advisors nor this Advisor makes any representations or promises that the services you receive are appropriate for you and your business or guarantees any specific outcome or results. Wilson David Investment Advisors does not guarantee the suitability of the Advisor for your particular needs and does not endorse the advice and services rendered by any Advisor. Wilson David Investment Advisors is a registered investment adviser registered in South Carolina and GA through FINRA. Any commentaries, articles or other opinions herein are intended to be general in nature and for current interest. All content on this website is presented as of the date published or indicated, and may be superseded by subsequent market events or for other reasons. All investments involve risk, including loss of principal invested.  The answers presented on Ask an Advisor should be considered general information presented to inform the public. They are based on the information provided in the question, which may have omitted important details that would have changed the answer had they been known. Please consult a financial advisor before concluding that the information is relevant to your own situation.

Education

Kathryn received her Bachelor of Arts from College of William and Mary, her Master of Arts from College of William and Mary, and her Master of Business Administration from University of South Carolina.

Quote from Kathryn Hauer

“Kathy, author of "Financial Advice for Blue Collar America," helps you plan and manage your money while teaching you about financial matters and financial safety. She was named one of Investopedia's Top 100 Financial Advisors of 2018.”