Broker Check
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™ professional designation and Chartered Retirement Plan Counselor designation. 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.

Currently, she serves as a board member for Women in Insurance and Financial Services and is also a member of the Financial Planning Association. In the past, she has served as a board member for the Oregon Women’s Sailing Association.

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’.

*Not practicing Divorce Planning on behalf of Lincoln Financial Advisors.”

WA Insurance Lic. #703273


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