Katelin Kalik
Financial Advisor – Investment Advisor Representative at Life Changing Financial | Greater Phoenix Area
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Katelin Kalik serves as a Financial Advisor and Investment Advisor Representative at Life Changing Financial, where she leverages her expertise in faith-based financial planning to empower families in their financial journeys. With a strong commitment to education, Katelin focuses on helping clients navigate the complexities of financial decision-making, ensuring they are well-informed and confident in their choices. Her specialized knowledge in retirement and family education planning allows her to create tailored strategies that align with her clients' values and long-term goals.
At Life Changing Financial, Katelin is currently spearheading several key projects aimed at enhancing financial literacy within the community. One of her notable initiatives includes workshops that emphasize the importance of biblical financial principles, helping families integrate their faith with practical financial strategies. This holistic approach not only fosters financial confidence but also nurtures a sense of purpose in their financial planning.
Katelin holds Series 7 and Series 66 licenses, which equip her with the necessary skills to provide comprehensive investment design and monitoring services. Her proficiency in financial analysis, coupled with her certification as a Divorce Financial Analyst, positions her as a trusted resource for clients navigating significant life transitions. Through her public speaking engagements, she shares insights on indexed annuities and other investment vehicles, reinforcing her dedication to empowering families to achieve financial stability and success. With a focus on teamwork and management, Katelin is committed to fostering a supportive environment where clients can thrive and realize their financial dreams.
Founder & Homeschool Consultant at Sonoran Scholars LLC in September 2023 to Present
Financial Advisor – Investment Advisor Representative at Life Changing Financial in September 2018 to Present
Financial Professional - Insurance (Life & Health) at LC Financial Service in October 2017 to September 2018
Financial Educator & Marketing Director at Capital Choice Financial Group in October 2016 to October 2017
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Financial Planning
Financial Advisory
Portfolio Management
Financial Services
Life Insurance
Medicare
Biblical Financial Planning
Financial Analysis
Strategic Planning
Financial Education
Hold Series 7
Hold Series 66
Finance
Public Speaking
Teamwork
Divorce Financial Neutral
Collaborative Divorce
Certified Divorce Financial Analyst
Management
Term Life Insurance
Long Term Care Insurance
Indexed Annuities
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What is Katelin Kalik email address?
Email Katelin Kalik at [email protected] and [email protected]. This email is the most updated Katelin Kalik email found in 2026.
How to contact Katelin Kalik?
To contact Katelin Kalik send an email to [email protected] or [email protected].
What company does Katelin Kalik work for?
Katelin Kalik works for Life Changing Financial
What is Katelin Kalik's role at Life Changing Financial?
Katelin Kalik is Financial Advisor – Investment Advisor Representative
What is Katelin Kalik's Phone Number?
Katelin Kalik's phone (**) *** *** 423
What industry does Katelin Kalik work in?
Katelin Kalik works in the Consumer Services industry.
Katelin Kalik Email Addresses
Katelin Kalik Phone Numbers
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