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Katie Creed

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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

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