Kate Skowronek, CFP®
Client Service Advisor
Kate Skowronek holds a Bachelor of Science in Finance from Virginia Tech’s CFP® Certification Education Track and is a candidate for CFP® certification. She was initially drawn to financial planning because of her passion for helping others and later developed an affinity for its challenging and ever-changing nature.
One of Kate’s greatest strengths is her desire to continually learn and grow in all aspects of her life. With her authenticity and detail-oriented nature, she is able to alleviate clients’ financial stress by developing a loyal and trustworthy relationship with them. She is excited to join Integrated Planning & Wealth Management and have the opportunity to assist ODs nationwide in “planning life, on purpose.”
Kate grew up near Pittsburgh, PA, and currently resides in Virginia Beach, VA. She enjoys listening to podcasts, reading, traveling, attending live music events, and spending quality time with her family and friends.