Kati is a CERTIFIED FINANCIAL PLANNER™ professional, and partner/owner with Designing Wealth Management of Raymond James. She received both a Bachelor of Arts and a Master of Business Administration from DeSales University. She also holds the following professional accreditations: Series 7 (General Securities Representative) and Series 66 (Uniform State Law) licenses, Certified Divorce Financial Analyst designation, Certified Plan Fiduciary Advisor designation as well as her life, health, and accident insurance license.
Kati has worked for Raymond James for 15 years. Prior she worked in project management.
Kati works closely with Kristie, Lynn, Amy, and Colleen, in assisting their clients in reaching their long-term goals through customized financial solutions for life-cycle planning. She is committed to understanding and addressing the unique needs of each of their clients.
Kati currently volunteers for the Southern Lehigh Chamber board for the Greater Lehigh Valley Chamber of Commerce, where she adds input for monthly local chamber events and is the current Chair. She is also the President of the Board for the Monocacy Farm Project. She is actively involved with her alma mater, where she serves on the DeSales University President’s Advisory Council. Kati is also a member of the Allentown Rotary Club.
Originally from Bethlehem, Kati now resides in Coopersburg, where she enjoys exercising, practicing yoga, spending time with Shaun, Madison and Kirsten, and playing with their two dogs; Giroud and Lexi.
Raymond James is not affiliated with the above independent or charitable organizations.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Check the background of this investment professional on FINRA's BrokerCheck.
Text Kati: 484-669-7100
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.