Katie Burke, CFP®

Co-Founder
Equita Financial Networks

With over fifteen years of experience in the financial services field, Katie has always been passionate about supporting women in the financial planning profession and encouraging them to follow the path to become a CFP®. An entrepreneur at heart, Katie co-founded Equita Financial Network to help other women feel empowered to build successful financial planning practices. In 2015 she launched her own firm, Method Financial Planning to focus on the planning needs of busy professionals. A mentor through NAPFA’s (National Association of Personal Financial Advisors) Women’s Initiative, Katie’s focus is always on supporting and raising up females in the profession.

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Presentation(s):

• Emergency Continuity Planning

  Monday, December 12, 2022
  12:30 PM – 1:30 PM PDT