Katie W. Brewer,  CFP<sup>&reg;</sup> - Financial Advisor

Katie W. Brewer, CFP®

Financial Coach

Your Richest Life

1008 Ridge Rd
Rockwall, TX 75087
(469) 708-7975 Contact Me

General

Katie Brewer is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Your Richest Life in Rockwall, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Buying a Home, Career Change, Asset Allocation, Getting Married, Life Planning, Retirement, Starting a Family, Nontraditional Households, Women's Finances

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