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

66, 7

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • 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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