Broker Check

1440 Rosecrans Ave.
Manhattan Beach, CA 90266

Kinecta Wealth Management

800.854.9846 ext.6

 
Katie Lacina, CFP®LPL Financial AdvisorCA Insurance License #0D89303

Katie Lacina, CFP®
LPL Financial Advisor
CA Insurance License #0D89303

Serving Brea

After graduating early with a Bachelor’s degree from the University of Colorado at Boulder, Katie spent 4 years with American Express Financial Advisors/Ameriprise, building a successful financial planning practice and training new advisors as a member of their management team. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Katie brings a wealth of experience and knowledge to her role as Financial Consultant with Kinecta. She specializes in retirement planning, investment management and insurance planning. In her free time, Katie enjoys traveling and spending time with her family. Katie looks forward to helping you with your retirement planning and other financial needs!

Katie holds the following registrations through LPL Financial: Series 7 and 66

Katie is registered for Securities in the following states: AL, AR, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KY, MA, MD, MI, MN, MO, MT, NC, ND, NM, NV, NY, OR, PA, RI, SC, TX, UT, VA, WA, WI

Sales Assistant                                                                                                                  Mary Jesse                                                                                    mjesse@kinectafinancial.org                                                                                        Phone: 714.255.9621 

Check the background of this investment professional on FINRA’s BrokerCheck.