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Our financial advice team


Katie McKinley, Financial Advisor serving the Virginia Beach, VA area - Ameriprise Advisors

Katie McKinley

CFP®, CKA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Boldspire Wealth
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 4.7 out of 5 rating based on 10 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Tax Planning Strategies
  • Social Security Retirement Benefits
  • Saving for Education
  • Retirement Plan Distribution
  • Investments
  • Retirement Income Strategies
  • Business Retirement Plans
  • Charitable Giving
  • Intergenerational Planning
  • Family Finances
  • Insurance
  • Estate Planning Strategies

Interests

  • I enjoy traveling, both domestically and abroad.
  • I love to cook and spend time gardening.
  • I enjoy staying active in my community through volunteering.

Awards & recognition

  • Top 40 Under 40 , 2018

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CKA® Certified Kingdom Advisor®

Education

  • Elon University - Bachelor of Science

Community participation

Town Center Kiwanis Club - Past President

King's Daughters Bayshore Circle - President

Central Business District Association - CBDX Member

Taste of Town Center 5K Run/Walk - Race Director

Special Olympics - Volunteer