Katie Lacina, CFP

As a Senior Financial Advisor, Senior Vice President - Investments, I help manage assets for individuals, trusts, retirement plans, charitable organizations, and businesses. Through a long-term investment approach, I help clients develop and implement strategies for building wealth and realizing their goals. My mission is to provide objective and timely financial advice and guidance in building and preserving wealth for my clients. Whether you're seeking tax-deferred growth for your personal investment portfolio or an employee benefit plan for your business, I can help you navigate an array of complex choices. An often overlooked aspect of retirement planning is the amount of annual income you'll likely receive from your investments. I help my clients establish and maintain customized retirement income plans to provide income during the retirement years.
Prior to joining Wells Fargo Advisors, I spent 18 years with LPL Financial, as well as 3 years with Ameriprise/American Express Financial Advisors. I hold a degree in Molecular, Cellular, and Developmental Biology from the University of Colorado, Boulder. I have also earned the CERTIFIED FINANCIAL PLANNER® practitioner certification from the Certified Financial Planner Board of Standards, Inc. (CFP Board). For this certification, I had to complete approved educational programs, pass rigorous examinations, and meet stringent experience requirements. Active in the local community, I participate in many civic and community organizations. In my free time, I enjoy playing competitive tennis, reading, traveling, and spending quality time with my family.

 

CA Insurance Lic. #0D89303, Resident State: CA