Kacie has been in the financial services industry since 2001 and a CERTIFIED FINANCIAL PLANNER (TM) practitioner since 2012. For over 20 years, Kacie has been committed to simplifying financial concepts and making financial literacy accessible to everyone.
Kacie is a spokesperson for the CFP® board's Women's Initiative to attract women to the financial planning profession. She is also a member of the Financial Planning Association, the National Association of Personal Financial Advisors (NAPFA), the Investments & Wealth Institute, and the Ellevate Network. She has been published in national media outlets such as The New York Times, Forbes, Money Magazine, Real Simple, and more.
Kacie is currently based in Austin, Texas.
Originally from Kansas, Kacie graduated from Wichita State University Magna Cum Laude with a degree in Finance.
She is an active supporter of the Austin Diaper Bank, American Gateways, Health Alliance for Austin Musicians and the Central Texas Food Bank.
Kacie happily lives in South Austin where she and her husband enjoy exploring playgrounds with their two small children.
KACIE SWARTZ, CFP®, CIMA®
Copyright © 2023 Kacie Swartz, CFP(R), CIMA(R)
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