Katie Waters
CEO & Principal Financial Planner at Stable Waters Financial | Athens, Georgia, United States
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Katie Waters is a trailblazer in the financial planning industry, having founded Stable Waters Financial in 2011 after stepping away from the traditional, male-dominated financial sector. As the CEO and Principal Financial Planner, Katie has cultivated a unique approach to financial advising that resonates with clients seeking a more relatable and personalized experience. At Stable Waters Financial, she leads a team dedicated to providing comprehensive financial planning services, including cash flow planning, retirement planning, and estate planning, all tailored to meet the diverse needs of her clients.
Under Katie's leadership, the firm has embarked on several key projects aimed at demystifying financial planning. One such initiative is the "Life Goals Workshop," where clients are encouraged to envision their future—whether that means remodeling a bathroom, planning a dream trip to Paris, or ensuring a secure retirement. This hands-on approach not only empowers clients to take charge of their financial futures but also fosters a sense of community and support among participants.
Katie's expertise extends beyond traditional financial services; she is well-versed in insurance products, long-term care planning, and strategic financial management. Her commitment to customer service ensures that every client feels valued and understood, breaking away from the impersonal nature often associated with financial advising. Through her innovative and down-to-earth style, Katie Waters is redefining what it means to be a financial advisor, proving that financial planning can be both accessible and engaging. As a proud advocate for #notyourdadsadvisor, she continues to inspire a new generation of clients to take control of their financial destinies.
CEO & Principal Financial Planner at Stable Waters Financial in November 2011 to Present
Financial Services Professional / Registered Representative at Capstone Financial Partners in June 2007 to November 2011
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Strategic Financial Planning
Financial Planning
Cashflow Planning
Investment Advisory
Estate Planning
Insurance
Investments
Retirement Planning
Finance
Life Insurance
Disability Insurance
Long-term Care
Retirement
Wealth Accumulation
Mutual Funds
Management
Marketing
Strategic Planning
Customer Service
Leadership
Financial Services
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What is Katie Waters email address?
Email Katie Waters at [email protected] and [email protected]. This email is the most updated Katie Waters email found in 2026.
What is Katie Waters phone number?
Katie Waters phone number is +17703779834 and +13152625221.
How to contact Katie Waters?
To contact Katie Waters send an email to [email protected] or [email protected]. If you want to call Katie Waters try calling on +17703779834 and +13152625221. (updated on October 29, 2024)
What is Katie Waters net worth?
Katie Waters has an estimated net worth of -$2,499 to $2,499
What company does Katie Waters work for?
Katie Waters works for Stable Waters Financial
What is Katie Waters's role at Stable Waters Financial?
Katie Waters is CEO & Principal Financial Planner
What industry does Katie Waters work in?
Katie Waters works in the Financial Services industry.
Katie Waters Email Addresses
Katie Waters Phone Numbers
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