Katherine E. Kincaid,  CFP<sup>&reg;</sup> - Financial Advisor

Katherine E. Kincaid, CFP®

Senior Planner

Waller Financial Planning Group, Inc.

941 Chatham Ln, Ste 212
Columbus, OH 43221
(614) 457-7026


Katherine Kincaid is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Waller Financial Planning Group, Inc. in Columbus, OH and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications


Insurance Licenses

  • Life insurance: OH
  • Health/disability insurance: OH
  • Property/casualty: OH
  • Fixed annuities: OH
  • Variable annuities: OH

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate Planning, Investment Management, Employee Benefits, Insurance, Retirement, Long-term Care


Helpful Financial Planning Resources