Sharing guidance and expert advice to individuals and families as they build financial independence since 2012.
Sharing guidance and expert advice to individuals and families as they build financial independence since 2012.
Kacie Swartz is a CERTIFIED FINANCIAL PLANNER™ and Certified Investment Management Analyst.
She has been helping individuals and families pursue financial independence since 2012.
Kacie is an advocate of socially responsible investing and is a frequent public speaker promoting ESG investments and general financial literacy.
Kacie’s interest in ESG investing started as an extension of her personal commitment to living a more sustainable lifestyle. ESG investing is a way of evaluating companies for their Environmental, Social, and/or Governance practices. Kacie turned her years of experience constructing advanced portfolios as a Certified Investment Management Analyst® into researching ESG fund options. She found clients were also drawn to the topic and has helped countless people better understand how their dollars are invested and how best to align their values with those investments.
Financial literacy is often self-taught and learned through trial & error. Having a trusted expert to lean on can be extremely comforting for people experiencing a divorce, the death of a significant other, or receiving an inheritance. Kacie's background in investment education makes her a good fit to guide clients as they move through these transition periods and to support them as their personal financial planning needs evolve.
KACIE SWARTZ, CFP®, CIMA®
Copyright © 2024 Kacie Swartz, CFP(R), CIMA(R)
Investment advisory services offered through Black Barn Financial, a registered investment adviser.
This site is published for residents of the United States only.
Investment advisors may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. For additional information, please contact Kacie.
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