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Katy Greene, CFA, CFP®

Katy Greene, CFA, CFP®

Financial Advisor

I joined True Wealth Advisors after a decade of experience in the financial services industry. As a partner and consultant to individuals, families and small businesses, I take time to guide clients through life’s financial seasons.

Teach, Guide, and Serve are True Wealth Advisors’ fundamental values. This vision is what drew me to join this team. To live out these values, I take an in-depth approach and invest my time in you.

I earned my Chartered Financial Analyst (CFA) designation and hold the series 7, 24 and 66 licenses with LPL Financial. I have a bachelor’s degree in Business Administration from the Leeds School of Business at the University of Colorado. I have earned the right to use the Certified Financial Planning (CFP®) designation. I am registered in the states of Colorado, Nebraska and California.

I am also a SmartVestor Pro Provider in the area of investing, and am very passionate about helping families that are referred to us from this program.

In my free time, I am an avid outdoors enthusiast and like to cycle, ski, backpack, garden and test out new recipes. I look forward to getting to know you.

 

Katy Greene, CFA, CFP®

E-Mail: [email protected]
Mobile: (303) 717-0846
Office: (720) 862-3905

True Wealth Advisors Inc.
8301 E. Prentice Ave., Suite 403
Greenwood Village, CO 80111

The SmartVestor program is a directory of investment professionals.  Neither Dave Ramsey nor SmartVestor are affiliates of True Wealth Advisors, Inc or LPL Financial.

Minimum Qualifications for the Certified Financial Planner (CFP®)
Accredited by the National Commission for Certifying Agencies, this designation is issued by the Certified Financial Planner Board of Standards, Inc. (CFPBS) and is granted to individuals who meet the following prerequisites: (1) meet the education requirement, (2) possess a bachelor’s degree from an accredited college or university, (3) pass the CFP® Certification Examination, (4) have at least three years of full-time work experience in personal financial planning, and (5) pass the CFPBS Fitness Standards for Candidates and Registrants and Background Check. The education requirement can be met by completing a CFPBS registered education program or by applying for challenge status based on certain degrees or credentials. Once the initial CFP® designation is issued, the CFP® holder is required to complete 30 hours of continuing education every two years and must meet other standards administered by the CFPBS.