Office Phone: (757) 847-3040
Katherine Brown, NAPFA - Registered Advisor
Senior Investment Advisor/ CEO
Katherine is a Senior Advisor with the firm. She works with clients to help with a wide range of financial planning subjects as well managing wealth through investment portfolio strategies. At BrownPlanning she enjoys working with many types of clients but specializes in helping clients over 50 who are planning for retirement by considering complex factors such as risk, tax savings strategies for distribution and inheritances, the effects of inflation, survivor needs, and realistic investment rates of returns over different economic conditions. She works to make sure portfolios are re-balanced as needed, expenses for funds are competitive, and that clients have an understanding of their position based not only on their market exposure, but their cash flow and lifestyle choices throughout the duration of their plan.
Katherine earned a bachelor's degree from Stanford University in biology with a minor in dance. After being recruited into securities by another Stanford grad in California, she completed a post graduate certificate in Personal Financial Planning from UCLA. In the past she has worked in Real Estate, Mortgage Lending, and Insurance.
In her spare time Katherine enjoys spending time with her husband, son, and daughter. She served for over ten years as an active Junior League volunteer and is now a sustaining member of the Junior League of Hampton Roads, which is a community service organization. She was a member and supporter of the Peninsula Woman’s Network from 2005-2017. She is currently a member of Jack and Jill of America, Inc., which is a nonprofit that benefits women and children.
Katherine and her family attend World Outreach Worship Center in Newport News, VA. She and her daughter are both equestrians and enjoy riding both dressage and hunt seat. She and her family live in the country in one of the last rural areas of Newport News, where they enjoy exploring the trails in Newport News Park and Colonial National Park.