Katie Burke | Source | Founder at Equita Financial Network

Over the course of her career, Katie has been driven to find a better way to serve her clients. An entrepreneur at heart, Katie has over fifteen years of experience in the financial services field. She launched Method Financial Planning, a fee-only financial planning firm, in 2015 to focus on the planning needs of young families and busy professionals. Katie has always been passionate about supporting women in the financial planning profession and encouraging them to follow the path to become a CFP®. During her time in San Diego, she co-founded a women’s networking group, San Diego Women in Finance, to provide women more opportunities for professional development through networking, mentoring, and collaboration. Katie is also a mentor through the CFP Board’s Women’s Initiative (WIN) to help guide and support prospective CFP® professionals, and ultimately encourage more women to pursue careers in financial planning. As a wife, mother to two young boys, and a business owner, Katie wants other women to feel empowered to build successful financial planning practices. Equita was designed with this goal in mind and is the core reason behind the resources, collaboration, and support that the network provides.