Kathryn Hauer, a Certified Financial Planner™ and financial literacy educator with Wilson David Investment Advisors in Aiken, SC, has written numerous articles and several books. She works to help clients and readers understand and act on complex financial information to keep them and their money safe. She functions as a strong advocate and guiding light for her clients as they move through a murky and unfamiliar financial world.
Expertise
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.
Experience
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.
Education
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
