Katherine Petrelli

Hailing from Southern California, Katherine moved to South Florida in 1992 where she planted her household and raised two sons and a daughter. Being the only girl from a family of six children raised by a dedicated mother, Katherine understands the importance of sensible financial planning and her ambition mirrors this passion.

While raising her own three children, she earned a Master’s Degree in Organizational Management and launched a career in financial services in 2001. Katherine specializes in retirement and income planning, investment management and investor behavioral coaching. She is a dedicated educator, drawing from her family’s military background to motivate clients and friends alike to maintain prudent financial discipline to achieve the desired results.

She currently resides in Palm Coast, Florida with her husband and retired Navy veteran. She is an avid advocate for women working in the financial services industry and is an active member of her local Chamber of Commerce. She enjoys regular nature walks, staying active in her community, spending time with her grandchildren, and of course, motorcycles.