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

Katherine M. Keppel, CFP®

CLU®

Advisor

Wealth Enhancement

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 Wealth Enhancement in Salem, OR and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • 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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