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Our financial advice team


Katherine Caplinger, Financial Advisor serving the Winchester, MA area - Ameriprise Advisors

Katherine Caplinger

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
The Nolan Group
7
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Cash Flow Management Strategies
  • Retirement Income Strategies
  • Investment Management
  • Women's Financial Strategies
  • Insurance
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Saving for Education
  • Employee Stock Options
  • Intergenerational Planning

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • Florida State University, Bachelor of Science 2015

Interests

  • I am originally from Leesburg, Virginia and moved to Boston in 2015.
  • On the weekends, you can find me running, hiking or relaxing on the Charles River Esplanade.
  • A few of my passions include reading, taking unique and challenging exercise classes and traveling.
  • My time here in Boston has proven that this will be my forever home!