Katherine Fox, CFP®
About Katherine Fox, CFP®
I’ve always loved talking about money.
At a young age, I started learning about investing, saving, and how to build and maintain wealth. As my knowledge grew, so did my passion for sharing financial concepts with others in a simple and relatable way.
It was natural for me to end up in the wealth management industry, helping people define and meet their financial goals as an Investment Advisor, Chartered Advisor in Philanthropy®, and CERTIFIED FINANCIAL PLANNER™ .
While this work was rewarding, I wanted to offer people a chance to reach their financial goals while creating meaning and purpose with their wealth.
Giving back to my community has been a long-standing pillar of my life.
As a fourth-generation member of a philanthropic family that successfully passed wealth and values down across generations, I believe the privilege of holding wealth confers a responsibility to give back and an obligation to investigate how we can create meaningful change in the world.
I founded Sunnybranch based on this principle, with the goal to help individuals and families plan for the future, grow their wealth, and become agents of change through comprehensive financial planning, impact investing, and philanthropic giving.