Katherine M. Keppel,  CFP<sup>&reg;</sup> - Financial Advisor

Katherine M. Keppel, CFP®

CLU®

Advisor

The H Group

500 Liberty St. SE, Ste 310
Salem, OR 97301
FINANCIAL ADVISOR'S WEBSITE
(503) 371-3333

General

Katherine Keppel is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at The H Group in Salem, OR and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Chartered Life Underwriter (CLU)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Investment Management, Estate Planning, Getting Divorced, Getting Married, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Startup, Succession Planning, Sudden Wealth, Special Needs, Women's Finances

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