Katie Kavehrad, CFP® – Fiduciary Financial Advisor Knoxville, TN

Hi. 👋
I’m Katie Kavehrad.

I’m a proud CERTIFIED FINANCIAL PLANNER™ and Chartered Advisor in Philanthropy®. I love building meaningful relationships with my clients beyond numbers on a spreadsheet. It’s a beautiful privilege to be a part of my clients’ lives and celebrate the critical milestones, grieve with them in their losses, clarify complex decisions, and walk them through some of life’s most significant transitions.

After a decade of talking with people about money and stewardship, I’ve learned to help my clients focus on what matters most based on their values and dreams. My extreme attention to detail and analytical approach to finance sets me apart. My genuine desire to listen and understand what drives someone ultimately keeps them long-term.

Originally from the Pacific Northwest, my family and I relocated to East Tennessee in 2022. I’m a wife and mom, and outside of work, you’ll find me in the stands cheering on my children, handing out snacks, and doing my best to create meaningful memories with my loved ones.

I’d love the opportunity to help you.

Take the first step by scheduling your Explore Call below.

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