Katie MacDonald, CFP®, CRPC®, CDFA™

Katie MacDonald, CFP®, CRPC®, CDFA™

Owner
Financial Planner

Katie received a Bachelor of Science degree from Bridgewater State University and received her certificate in Financial Planning from Boston University. She started her financial career in 2000. She has held many different positions in financial firms and is able to use her background to provide a well-rounded experience for her clients. Katie offers a personal approach with her clients, building relationships that make her clients comfortable to recommend her to friends and family. She prides herself on her work ethic and strict moral standard. Katie holds many designations making her knowledgeable and educated in the financial field. She is a Certified Financial Planner Professional (CFP), Chartered Retirement Planning Counselor, and was the recipient of the Anthony Farma Financial Planning Association of MA scholarship.

Katie resides in Taunton and is a devoted philanthropist. She gives back to her community by help fundraising for high school scholarships and the Girls and Boys Club.

Phone 508-500-9962
Fax 508-500-9961