Katie Creed
°ä¸é±Ê°äâ„¢
Here to act in your best interests
About me
Treating clients the way I would want my family to be treated is fundamental to how I work and how I live my life. My goal when collaborating with clients is to make sure they’re comfortable and confident with their finances. I continuously work with each person or family to help keep them moving forward to a better financial future. When I’m not working, you can find me helping my family with their farm, cooking, swimming or – best of all – spending time with my fur babies.
Certifications
Chartered Retirement Planning Counselorâ„¢
Education
Bachelor of Business Administration, Finance - University of Arizona
Visit one of our Locations
San Francisco IV - San Rafael
3950 Civic Center Drive
Suite 315
San Rafael, CA 94903
Phoenix - Virtual Advisors
4742 N. 24th Street
Suite 400
Phoenix, AZ 85016
Working with Us
Ìý
Certain services provided on an educational and guidance basis only.