Kathryn Hauer, CFP®, Author at Benzinga

Kathryn Hauer, a Certified Financial Planner™ and financial literacy educator with Wilson David Investment Advisors in Aiken, SC, has written numerous articles and several books. She works to help clients and readers understand and act on complex financial information to keep them and their money safe. She functions as a strong advocate and guiding light for her clients as they move through a murky and unfamiliar financial world.

Expertise

Kathy is an expert in finance (personal, corporate), financial planning, financial literacy, tax preparation and laws, saving and investing, retirement, insurance, careers, college education planning and financing, cannabis, gig economy, forming and running a business, credit and debt issues, blue-collar workers, and military issues. She has a strong interest in crypto, DeFi, FinTech, InsureTech, AgTech.

Experience

Kathy has a srong knowledge of, interest in, and awareness of the importance of generating consistent, robust, ever-increasing, active SEO for companies. She uses her experience to drive engagement.

Education

IRS Enrolled Agent, 2016
CERTIFIED FINANCIAL PLANNER ™ , 2014
FINRA Series 65 exam and qualification as a Registered Investment Advisor, 2013
M.B.A., Business Administration, University of South Carolina, 2004
M.A., English, College of William and Mary, 1985
B.A., English, College of William and Mary, 1983
Midshipman, U.S. Naval Academy, 1979-1981

Kathryn Hauer, CFP®

Expertise

Experience

Education

How to Buy Uber (UBER) Stock

How to Trade Futures

Self-Directed IRA (SDIRA) in 2024: Benefits, Fees & FAQs

Financial Advisor vs. Financial Planner

CDs vs. Bonds: Which is Better for You?

Financial Planning 101: 7 Steps to Meet Your Financial Goals

Retirement Planning: Guide to How and When to Start

Best Wealth Management Firms

How to Buy Lido DAO

The Importance of Finding a Financial Advisor That’s Right for You