Katie Markowski, CDFA, M.Ed

Katie Markowski, CDFA, M.Ed

Katie received her Bachelor of Arts in English and History of Art & Architecture from the University of Pittsburgh. She then received her Master's of Education, also from the University of Pittsburgh.

As a Financial Advisor, Katie works with individual clients to assess their financial needs and long term goals with a particular focus on helping younger clients get started in their financial lives. With a one-on-one relationship, she strives to create and implement effective, personalized strategies that will help them pursue their goals through budgeting and savings plans, investment strategies and tax management.

As a Certified Divorce Financial Analyst, Katie consults on divorce-related matters, helping either couples or individuals in the pre-, during- and post-divorce stages to sort out their finances. She is collaboratively trained, so she can act as a neutral for both parties or as an advocate for one party.

Katie also prepares tax returns, consults on estate planning and execution and provides insurance services.

She is a member of CLASP (Collaborative Law Association of Southwestern Pennsylvania) and currently serves as Treasurer of the Board of Directors of the Bloomfield Development Corporation.

 

Neither Sagepoint Financial, Inc. nor its representatives provide tax or legal advice. Please consult with your tax or legal professional.