Katherine S. Newton,  CFP<sup>&reg;</sup> - Financial Advisor

Katherine S. Newton, CFP®

ChFC

Certified Financial Planner

Waite Financial, LLC

428 4th Ave NW
Hickory, NC 28601
FINANCIAL ADVISOR'S WEBSITE
(828) 322-9595

General

Katherine Newton is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Waite Financial, LLC in Hickory, NC and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)

Insurance Licenses

  • Life insurance: NC
  • Health/disability insurance: NC
  • Fixed annuities: NC
  • Variable annuities: NC

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Insurance, Life Planning, Retirement, Long-term Care, Women's Finances

More

Helpful Financial Planning Resources