Katie Cavanaugh
State(s) Licensed: FL, IL, OH, WA, WI
20935 Swenson Drive #150
Waukesha, WI 53186
State(s) Licensed: FL, IL, OH, WA, WI
Mapping out your journey to financial clarity so you can create a better future for you, your family, and your community
Let’s Plan for Your Financial Future Together
As a Financial Advisor, my mission is to provide you with the financial guidance and tools that will help you live out your values. I work with purpose-driven clients to develop strategies for financial clarity. I spend time getting to know my clients and individualizing a plan that is unique to them.
Tell me where you are today, and I will draw upon my expertise to support you in:
· Retirement Planning
· Small Business Planning
· Special Needs Planning
· Investment Management
· Tax Strategies
· Protection
I believe firmly that money is not a goal…it’s a tool to create a better future for individuals, families, and communities. A resident of the Greater Milwaukee area, I serve clients in a 5-state region (Wisconsin, Illinois, Washington, California, and Florida). Wherever you are in your financial journey, I can help! I look forward to learning about your goals and walking alongside you on your journey toward a secure financial future.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Waukesha Office
- Phone:
- 414-441-5952