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Catherine Turner is a CERTIFIED FINANCIAL PLANNER™ practitioner and Financial Advisor. Catherine’s area of expertise encompasses a range of disciplines: Portfolio Design & Asset Management, Retirement Planning, Asset Distribution & Income Planning, Tax Strategies, Survivorship Planning, College Planning, and Estate Planning Strategies.

Catherine holds a Bachelor’s Degree in Business Administration from Florida International University, graduating from the School of Accounting. After several years of practicing managerial accounting as a Comptroller in Florida, she spread her business talents into the sales and training arena, and eventually landed in the financial services field. Catherine completed her graduate course studies in Financial Planning and Services through The American College, Bryn Mawr, PA.. This allowed her to pursue and obtain the most recognized and highest regarded credentials in her chosen area of work which includes the Chartered Financial Consultant designation. Catherine’s disciplined commitment to her career is evidenced in her routine chosen study of tax law, ethics, financial planning strategies, and changing laws pertaining to estate and retirement planning. As a result, Catherine's background and strengths have attributed to her unique specialization in Post-Retirement Wealth and Income Planning.

 


Working as a Wealth Advisor, Catherine welcomes the chance to help families evaluate the opportunities, benefits, personal costs and trade-offs of one's lifestyle/money choices. Catherine's dedication to those she serves can be noted in the unique areas she is able to work with clients on: legacy planning, finding significance and meaning in life, and sudden wealth issues.

Catherine’s pursuit of excellence in her field can be witnessed with her determination to be an advocate to all investors. In 1999, Catherine nurtured a passion to provide clean, prudent financial education absent of product pushing or lack of full disclosure to the public to combat the dishonorable practices prevalent in the field. She now is a sought-after speaker for financial symposiums in Atlanta’s most notable corporate headquarters and community educational programs.

A great honor came in 2006 when Catherine was awarded recognition by the Paladin Registry of Financial Professionals. This membership was awarded for her pursuit in being technically competent in her work and by accepting fiduciary responsibility; backing up her business practices with her proven commitment to espouse integrity in all she does.

Catherine is certified through the CFP Board of Standards, Inc., is a member of the Financial Planning Association, and a member of the Estate Planning Counsel of North Georgia.

Catherine, along with her husband and son are sincere Christians who worship and serve at Stonebridge in Marietta, GA.
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         Financial Planning Association