Katherine Liola (Founder & CEO of Concentric Private Wealth)
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info_outline**Originally recorded October 9th, 2019**
In this episode we talk to Katherine Liola (Founder & CEO of Concentric Private Wealth) as we discuss the entrepreneurial culture in D.C., being a contributor for CNBC, what you need to do to prepare for next year financially, and more.
Check out her website
**More on Katherine**
Industry credentials are a key aspect of the industry, but Katherine never forgets that above all, this is a people business. She learned early on that helping clients understand why they’re making the decisions they make, and aligning their investment strategies with values-based life choices, helps them achieve their financial goals with comfort and clarity.
A little background
Katherine was honored by the inaugural InvestmentNews “Top 40 Under 40” list for 20141 and the Washington Business Journal “40 Under 40”2 list in 2017. Her passion for delivering value also earned her recognition in 2017 and 2018 as a Five Star Wealth Manager by Five Star Professional.3 A sought-after industry speaker, Katherine has also been quoted in several national publications, including the Wall Street Journal, USA Today, Woman’s Day magazine and InvestmentNews.
Degrees & Credentials
- CERTIFIED FINANCIAL PLANNER™ professional
- CRPC® (Chartered Retirement Planning CounselorSM)
- AIF® (Accredited Investment Fiduciary®)
- BFA™ (Behavioral Financial Advice™)
- Series 66 securities registrations, held through Commonwealth Financial Network®
- Life and health insurance licenses
- Member of the Financial Planning Association
- BA Boston College
Giving back
Charitable causes have always been important to Katherine. Even in childhood, her parents instilled a strong sense of community, caring and appreciation. Today, Katherine is grateful for everything the community has given to her – so returning the goodwill comes naturally. Her personal passion, Concentric Cares, is a prime example of that giving back.
Other ways Katherine has served the community
- Leadership of Greater Washington Signature Program
- Finance Chair for the Our Lady of Good Counsel High School Board of Directors
- Finance Advisory Board of Directors for the National Communication Association
- Vice Chair of the Success in the City Board of Directors
- Alumni Mentor through the Boston College Mentoring program
Katherine and her husband, David, a sales executive in the IT cyber security space, live in Willowsford, Virginia, with their children: Harper (6), Gannon (4), and Emerson (2). Although weekends might be hectic, Katherine loves spending time with her family – whether it be at a local park, winery, or traveling someplace new. Katherine competes in triathlons and distance running with Team FeXY and finds that training helps her keep up with her children.
Personal Core Values
- Challenge
- Excellence
- Gratitude
- Health
- Relationships
- Independence
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Written by: Dominic Lawson
Executive Producers: Dominic Lawson and Kenda Lawson
Music Credits:
**Show Theme**
Behind Closed Doors - Otis McDonald
**Break Theme**
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