Broker Check
Katie M Jacobson | CFP®, CLU®, ChFC®

Katie M Jacobson | CFP®, CLU®, ChFC®

Wealth Management Advisor

Background and Experienced Professional

Katie has spent her career serving people.  She started working as a project manager in healthcare IT (Epic in Madison, WI), then in the Congressional Relations Office of the Library of Congress (Washington, D.C.), and has been a financial advisor since 2016.

Her heart always aligned with medicine, Katie is using her career to impact the physician burnout problem by reducing financial stress - an outside and controllable variable - for providers.

True to her passion, Katie has the education to back up her mission: she became a board CERTIFIED FINANCIAL PLANNER™ Professional.

Her Personal Touch

Katie is a home-grown Minnesotan with a passion for the outdoors, travel, family, and adventure. As a daughter of two parents with serious diseases (Type 1 Diabetes and Stage 4 cancer), she knows that "[her] heart belongs to healthcare because medicine has given me the two greatest gifts of all: hope and time with the people who matter to me most."

Education

Qualifications

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Foster Klima & Company, Inc is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 0L22841.