Haven Financial Planning
Katie Weibel, CFP®, CDFA®, MBA
“Make your money work for you.”
Katie takes a personalized, holistic approach to wealth management. With over 17 years 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 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.