Katie joined CFG Wealth Management in March 2020 as a Client Services Representative, a great fit for her helpful and positive demeanor. Her role focuses on onboarding new clients, and assisting them throughout all phases of their accounts. She also coordinates with CFG’s business partners and vendors for offsite events and operational needs.
Katie has a passion for customer service and spent the last 10 years working closely with people as a flight attendant and in her family’s restaurant. After graduating from the University of California, Santa Barbara with a major in Communications, Katie couldn’t stay away from the beach and decided to settle in San Diego. Katie enjoys a good Netflix binge but can also be found rollerblading on the boardwalk and enjoying gelato from her neighborhood shop.