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Katherine Alden

Managing Principal · CFP?, CFA

RoleManaging Principal
CredentialsCFP?, CFA
OfficeSpringfield, IL
Experience22 years
Direct line+1 (000) 555-501
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Retirement Income

Katherine founded the firm after fifteen years inside a wirehouse, having concluded that the only way to give advice she could defend was to stop being paid by anyone other than the client. She chairs the investment committee and leads the firm’s work with pre-retirees and retirees.

The team

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