Katherine Vessenes, JD,CFP®, RFC
President and Senior Financial Advisor

Since 1990, Katherine has been working with, broker/dealers, financial advisors and large insurance companies, teaching them how to do the right thing by their clients. "My mission has been to make sure every advisor puts the needs of their client first," says Katherine.

A popular keynote speaker, Katherine has written three books and almost 100 articles. Bloomberg Press said she is "America's best known authority on the legal and ethical issues facing financial advisors today." Vestment Advisors Financial is delighted that Katherine will now put all that sound advice and experience into practice working directly with clients as our Senior Financial Advisor and as coach to other advisors in our group.

Katherine knows that most clients have concerns about two things: their financial future and selecting the right advisor. Choosing an advisor with integrity is a vital part of getting a sense of peace about their financial future. She says, "I have two goals for every client: I want to be the kind of financial advisor whose ethics and character would be good enough for my own mother; and I want to help each client create enough wealth so they have the resources to live a life with no regrets–-the life they have always dreamed about."

Between 1989 and 1991, Katherine was Vice President and Officer of the IDS Mutual fund Group, (now Riversource), where she was legal counsel to the independent directors, including President Gerald Ford, and other Fortune 20 CEOs. Later she created two ethics programs for advisors with American Express, in conjunction with the ICFP. She has also served on the CFP® Board of Ethics and Professional Review. Her previous business development clients included: American Express, ING, Merrill Lynch, Financial Planning Association, Northwestern Mutual, Charles Schwab, Wachovia and many others.

Katherine and her husband and business partner, Peter, live in Shorewood, Minnesota. They have three adult children who all live in Boston. Katherine loves to antique, especially for Japanese prints, and has recently taken up kettlebells to stay in shape.

Contact Katherine today Katherine@VestmentFinancial.com

Katherine's Books:

Click here to read a synopsis from the book "Protecting your Practice" by Katherine Vessenes.