Guest Profile
Katherine Liola
About
Katherine Liola, CFP®, BFA™, CRPC®, AIF®
Founder, Concentric® Private Wealth
As the Founder and CEO of Concentric® Private Wealth in McLean, Virginia, Katherine Liola's operating philosophy is based on the concept of "Behavioral Advice Focus" which is "Centered on You". She works closely with clients to align their financial planning with their values and aspirations. She is also the founder of Concentric Cares, a community service program.