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Katherine Phillips, CFP®, CRPC®, CDFA®

Katherine Phillips, CFP®, CRPC®, CDFA®


Katherine manages and deepens existing client relationships by solving financial complexities for clients so they can live their best lives with the resources they have. Katherine works closely with the client’s consultants including accountants and lawyers to help clients meet their most important financial goals. 

Katherine holds the CERTIFIED FINANCIAL PLANNER™ designation, Chartered Retirement Plan Counselor and Certified Divorce Financial Analyst designations. Katherine works with families before, after and during transitions to help them make the strongest financial decisions. Focusing planning strategies on efficient tax strategies, their ideal savings and spending, and how to get them where they want to go. 

She serves as a board member for the Oregon Women’s Sailing Association and also a member of the Financial Planning Association Member and Women in Financial Services. 

A pacific northwest native, Katherine and her husband Kyle are avid travelers and enjoy alternating between trips in the United States and Europe. She has also completed the American Sailing Association Bareboat Charter Certification so she can captain sailboats up to 35’. Currently, she is a member of the Island Sailing Club and enjoys sailing their fleet.


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