Katie Caplinger, CFP®

Financial Consultant - Financial Solutions Branch

Representative for clients not served by a local Schwab branch.

+1 833-844-0023

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

8 years of professional experience

  • Financial Consultant - Financial Solutions Branch, Charles Schwab, 2022-present
  • Financial Advisor, Ameriprise Financial, 2019-2022
  • Internal Wholesaler, MFS Investment Management, 2015-2019

Education

  • Economics, B.S, Florida State University 2015

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