Katie Donnelly, ABFP ℠

Katie enjoys the nuances behind the decision-making processes and encourages a deeper understanding of the relationship with money to overcome the mental barriers that challenge each individual’s path to financial independence. Her education on human behavior started early, growing up the middle child with 7 brothers and sisters. Surrounded by so many different personalities, she quickly became fascinated with human nature and behavior. This fascination evolved into an interest in financial psychology.

Katie is devoted to educating her clients on the importance of planning to work towards financial wellness. She believes it can be pursued through meaningful planning, discipline, perseverance and a deep understanding of our values. Katie’s empathetic approach to working with her clients means she builds customized plans for their specific needs and coaches them towards the goals they want to pursue. A graduate from the University of California, Irvine, Katie holds a Series 65 registration with Trilogy Capital, Inc. and a Life and Health Insurance License.

Katie’s focus on wellness extends beyond finances. She has completed both the Chicago Marathon and the June Lake Triathlon, as well as volunteers at Loma Linda University Medical Center. In her spare time, she enjoys spending time with family and friends, traveling, and waterskiing in Lake Tahoe.