Phone: 425-322-0979

Fax: 425-322-0979

Email: katy@kaizenfa.com

Katy found her passion for financial planning after helping her parents’ transition into retirement. After spending hours scouring the internet and learning about retirement strategies, she realized how complex financial planning was and that she wanted to help others avoid mistakes and pitfalls.

Katy has extensive background in analytics and previously worked as a consultant specializing in “data for do-gooders,” in which she helped non-profits organize and analyze data for evaluation and reporting.  In addition, she was a mathematics professor at both the undergraduate and graduate level. Katy’s success in financial planning is grounded in a deep understanding of quantitative methods combined with her people skills – she listens to clients, helps them identify their goals, and then designs a path for them to achieve their life’s ambitions.

At Kaizen, Katy supports advisors and clients through all stages of financial planning.  Her work is guided by the fiduciary standard of always doing what is in the client’s best interest.

Away from the office, Katy enjoys reading, practicing yoga, and spending time with her family and friends. She volunteers with organizations that support education and families.

 

Qualifications:

•             CFP Certificate Student, Boston University
•             Ph.D. in Applied and Computational Mathematics, Princeton University

Find Katy on LinkedIn:

• https://www.linkedin.com/in/katy-cook-7006621/