Katherine Liola | Source | Founder, CFP at Concentric Private Wealth
Katherine Liola
Katherine Liola, founder and CEO of Concentric Private Wealth, learned early on that helping clients understand why they’re making the decisions they make, and aligning their investment strategies with values-based life choices, helps them achieve their financial goals with confidence and clarity.
Katherine’s passion for delivering value earned her recognition by InvestmentNews and by the Washington Business Journal as part of the 40 Under 40 honorees. In 2017 and 2018 she was named as a Five Star Wealth Manager by Five Star Professional. A sought-after industry speaker, Katherine has also been quoted in several national publications, including the Wall Street Journal, USA Today , and InvestmentNews. Most recently, Katherine collaborated with CNBC to be part of their financial literacy project; Invest in You: Ready. Set. Grow.
Charitable causes have always been important to Katherine. Her personal passion, Concentric Cares, is a prime example of her giving back.
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Young clients often make assumptions about their parents' finances that may not be accurate. Just as when parents help adult children, it is also important to judge the difference between what parents need and what they would like.
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InvestmentNews - 40 Under 40 2014: Katherine Liola
40 Under 40: Our 40 advisers and related industry professionals are making a difference. Their stories entertain, inform and illustrate the best of our profession.
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Concentric Private Wealth
Founder, CFP