Katie Quick, FPQP™
Katie graduated from Portland State University Honors College with a double major in economics and French.
Katie originally was drawn to the world of finance because she loves and is very savvy with numbers, as well as organizing, problem solving, and helping people realize their financial goals, with an emphasis on financial security. She recognizes that talking about wealth management is difficult -- not everyone is on the same page regarding knowledge base nor depth of portfolio -- and Katie enjoys applying her expertise to clients’ own learning and, ultimately, financial success. A key job of Katie’s is the smooth and efficient onboarding and transitioning of clients’ assets to Rosenbaum Financial.
Further, Katie’s personal values align with Rosenbaum Financial’s, with its emphasis on connection to and with greater Portland communities. Katie has a front-row seat to the company’s strategic financial-planning and investment-management strategies and their positive impact on the community and clients’ lives.
Katie’s last name, Quick, may hint at one hobby when not at work: she plays roller derby for the Rose City Rollers. When moving less quickly, Katie is an avowed brunch enthusiast and enjoys being outside, either at the beach or in her garden.
She holds the professional designation of Financial Paraplanner Qualified Professional™ (FPQP™) and is Series 65 (Uniform Registered Investment Adviser Law Exam) licensed for Securities Sales.