Katie Lacina, CFP^®
Serving Brea

Serving Brea

As an LPL Financial Advisor with Kinecta Wealth Management, I firmly believe in empowering my clients to make informed decisions about their financial future. With over 20 years of experience in the financial services industry, I have dedicated my career to helping clients navigate their retirement, plan for their financial goals, and provide investment planning. Rather than simply telling my clients what to do, I educate them on all available options, explain each choice's pros and cons and encourage meaningful discussions. Collaboration and understanding are at the core of my approach, as I believe clients who comprehend the reasoning behind their decisions are more likely to stay the course and pursue their goals. 

In 2010, I obtained the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, further enhancing my experience and credibility in the field. Before starting my financial services career, I earned a bachelor's in molecular, cellular, and developmental biology from the University of Colorado at Boulder. 

Seeing my clients work towards their personal goals is incredibly rewarding to me. Whether successfully navigating retirement using cash flow and investment strategies or witnessing a client's child attend their dream college due to diligent saving and investing, I find satisfaction in being part of their journey and helping them strive for their desired outcomes. I believe stability is the most significant value I provide to my clients. As a reliable source of information and guidance, I support them through life's inevitable curveballs. I maintain a calm demeanor and take the time to educate my clients, reminding them of their goals and the reasons behind their choices. 

I reside in California with my two wonderful children. Outside of work, I actively contribute to the community as a member of the Board of Directors for our local elementary school Parent Teacher Organization and tennis association. I enjoy playing competitive tennis on several teams, reading, traveling, and spending quality time with friends and family.

Registrations held through LPL Financial: Series 7 and 66. 

Registered for Securities in the following states: AL, AR, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KY, MA, MD, MI, MN, MO, MT, NC, ND, NM, NV, NY, OR, PA, RI, SC, TX, UT, VA, VT, WA and WI.

Sales Assistant                                                                                                                                                                                                 

Vilma Butz

 p: 714.255.9621

vilma.butz@kinectawealth.org                                                                                        

Check the background of this investment professional on FINRA’s BrokerCheck.