Haven Financial Planning
Haven Financial Planning services helps alleviate the stress of financial burdens by educating and encouraging a feeling of confidence for the future. We are a judgment free zone and help you plan the right way.
Katie Weibel, CFP®, CDFA®, MBA
“Make your money work for you.”
Katie takes a personalized, holistic approach to wealth management. With almost two decades of financial industry experience working with clients on managing their money and developing financial roadmaps for all of life’s transitions. She offers clientele the highest degree of attention and customer service through a variety of financial planning services as every person’s situation is unique.
After many years of working and building her expertise in the financial industry, as a Financial Advisor and as a Managing Partner, Katie opened her own practice, Haven Financial Planning.
At Haven Financial Planning, Katie works with everyone from individuals and families to small business owners, offering tailored financial guidance to align with each person’s individual needs and goals. From creating a personal budget to developing a retirement plan through estate / legacy plans, Katie has advised on every aspect of the financial planning journey.
A significant part of her practice involves working with emerging business owners developing viable financial plans that encompass both their personal and professional goals. Through both coaching and advisement, Katie is committed to providing clients with the critical knowledge, tools, and guidance to take control of their financial futures.
Over several years, Katie has become a regular guest on WDCX Radio. She holds an MBA in Finance from Wilmington University and a CFP® (CERTIFIED FINANCIAL PLANNER™) and is a registered CDFA® (Certified Divorce Financial Analyst). Additionally, she is a graduate of University of Buffalo’s CEL program.
Katie was honored to be listed in the Business First “Who’s is Who in Banking & Finance” 2 years in a row.
Katie is on the Board of Directors of Habitat for Humanity Buffalo as well as the Development Committee for Habitat for Humanity Buffalo.
Katie can be contacted directly at Katie.Weibel@lpl.com or 716.458.1900. Please visit our website www.HavenPlanning.com and be sure to join our FB page for daily financial tips.
The opinions voiced in this show are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.
This information is not intended to be a substitute for individualized legal advice. Haven Financial Planning and LPL Financial do not provide legal advice or services Please consult your legal advisor regarding your specific situation.
Meet Our Team!
Laura McKenzie
CLIENT RELATIONSHIP MANAGER
Laura brings over 25 years of customer service and management experience to Haven Financial Planning to help us continue to grow and strengthen our relationships with all clients, new and existing.
Having worked both in and out of the financial industry, Laura combines strong communication skills and exemplary organization with a glowing smile as she strives to ensure your needs are met. We’re excited to improve our efficiency as she services accounts, facilitates communication, and assists in processing paperwork!
