Kathryn Hauer, CFP®
Kathy is an expert in finance (personal, corporate), financial planning, financial literacy, tax preparation and laws, saving and investing, retirement, insurance, careers, college education planning and financing, cannabis, gig economy, forming and running a business, credit and debt issues, blue-collar workers, and military issues. She has a strong interest in crypto, DeFi, FinTech, InsureTech, AgTech.
Kathy has a srong knowledge of, interest in, and awareness of the importance of generating consistent, robust, ever-increasing, active SEO for companies. She uses her experience to drive engagement.
IRS Enrolled Agent, 2016
CERTIFIED FINANCIAL PLANNER ™ , 2014
FINRA Series 65 exam and qualification as a Registered Investment Advisor, 2013
M.B.A., Business Administration, University of South Carolina, 2004
M.A., English, College of William and Mary, 1985
B.A., English, College of William and Mary, 1983
Midshipman, U.S. Naval Academy, 1979-1981