Kacie  Swartz,  CFP<sup>&reg;</sup> - Financial Advisor

Kacie Swartz, CFP®

CIMA®

Managing Partner

Black Barn Financial

2305 Hancock Dr
Austin, TX 78756-2510
FINANCIAL ADVISOR'S WEBSITE
(512) 368-9179

General

Kacie Swartz is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Black Barn Financial in Austin, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Career Change, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Life Planning, Retirement, Tangible Assets, Starting a Family, Sudden Wealth, Nontraditional Households, Special Needs, Women's Finances

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