Katherine Fox, CFP® Sunnybranch Wealth
- Virtual,
- (503) 214-2281
- xngurevar@fhaaloenapujrnygu.pbz
- http://www.sunnybranchwealth.com/
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.
Recently Published
10 Questions to Ask A Financial Advisor
December 27, 2022Are you overwhelmed trying to choose a new financial advisor? Read here for 10 questions to ask prospective advisors and explanations why each question matters for you and your financial future. (3 minute read)
Managing Concentrated Stock Positions
December 6, 2022Recent performance of technology stocks and crypto assets demonstrate the benefits and risks of concentrated stock positions. Many investors’ positions lost significant value or became effectively worthless, in some cases overnight. Read here to learn the benefits and risks of concentrated stock positions and how to build a plan to sell or diversify a large stock position. (5 minute read)
Weekly News Roundup
November 11, 2022Midterms, midterms, midterms! Also, it finally stopped raining in Portland, inflation may be cooling down, and FTX claims the title for latest crypto meltdown with a potential $16 BILLION dollar loss for depositors. Happy Friday! (15 minute Podcast with full transcript)
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Gen Y/Millennials
- Inherited Wealth
- New Wealth
- SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
Ways Advisor Charges
- Quarterly Fee
- Assets Under Management
Fee Options
- Quarterly Fee: $2000+/qtr
- Assets Under Management: 1.00%
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
