Unclaimed
Katherine Jaskinia is a financial advisor registered with Forvis Mazars Wealth Advisors, LLC. Katherine has been in the industry since 2008 and has been with Forvis Mazars Wealth Advisors, LLC since June 2024. Katherine holds a Certified Financial Planner designation. Katherine provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TX
04/22/2021 - Present
Forvis Mazars Wealth Advisors, LLC (San Antonio TX)
Active
Inactive
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