Katie J. Weibel has been Inducted into the Prestigious Marquis Who’s Who Biographical Registry
EAST AMHERST, NY, December 15, 2021 /24-7PressRelease/ — Katie J. Weibel has been inducted into the Marquis Who’s Who. As in all Marquis Who’s Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in the field are all taken into account during the selection process.
Mrs. Weibel is a CERTIFIED FINANCIAL PLANNER (CFP™) and a registered CERTIFIED DIVORCE FINANCIAL ANALYST (CDFA®) with an MBA in Finance. Since 2020, she has found success as the owner of Haven Financial Planning. Although specializing in working with women, she works with everyone from individuals and families to small business owners, offering tailored private financial guidance to align with each person’s individual needs and goals. In this capacity she assists clients with financial education and decision making, along with helping clients plan retirement incomes, investment strategies, insurance solutions, and estate planning.
Mrs. Weibel has expansive expertise and experience in advanced financial and estate planning strategies. She has a passion for helping her clients in decision-making for both personal and business finances. She often coordinates a team of her client, CPA, and Attorney to ensure suitable strategies are used for the client’s desired outcomes. Mrs. Weibel’s goal is to help clients achieve financial clarity, increased confidence, and reduced anxiety, all the while working towards goals both large and small.
In accounting for her success, Mrs. Weibel gives credit to the rapport she has established with her clients and project management skills. Prior to starting her own business, she maintained involvement as a financial advisor and managing partner at Turning Tides Financial and LPL Financial. She gained exposure to the field as Assistant Vice President and Licensed Financial Consultant for M&T Securities from 1999 to 2015.
A trusted voice in her field, Mrs. Weibel is regularly invited to serve as a guest speaker for WDCX Radio and Family Life Network. Mrs. Weibel is a member of the Financial Planning Association and the National Association for the Self-Employed. Moreover, she is a member of the Development Committee for Habitat for Humanity Buffalo.
She obtained a Bachelor of Arts in Marketing and Business from the University at Buffalo and a Master of Business Administration in banking, corporate, finance and securities law from Wilmington University. Though she has led a career filled with achievements, Mrs. Weibel is most proud of having been inducted into the Who’s Who in Banking and Finance by Buffalo Business First in 2020. In the future, she hopes to gain national recognition for her work.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Silver Grove Advisory Services, a registered investment advisor. Silver Grove Advisory Services and Haven Financial Planning are separate entities from LPL Financial.
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Since 1899, when A. N. Marquis printed the First Edition of Who’s Who in America®, Marquis Who’s Who® has chronicled the lives of the most accomplished individuals and innovators from every significant field of endeavor, including politics, business, medicine, law, education, art, religion and entertainment. Today, Who’s Who in America® remains an essential biographical source for thousands of researchers, journalists, librarians and executive search firms around the world. Marquis® now publishes many Who’s Who titles, including Who’s Who in America®, Who’s Who in the World®, Who’s Who in American Law®, Who’s Who in Medicine and Healthcare®, Who’s Who in Science and Engineering®, and Who’s Who in Asia®. Marquis® publications may be visited at the official Marquis Who’s Who® website at www.marquiswhoswho.com.