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Katherine Mary Montagazzi

Confluence Financial Partners

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About Katherine Mary Montagazzi

Katherine Montagazzi is a financial advisor at Confluence Financial Partners. Katherine has been in the financial industry for 7 years. Katherine is licensed to provide financial advice in Pennsylvania and Texas. Katherine is a Certified Financial Planner. Katherine also has experience with Raymond James Financial Services, Inc.. Confluence Financial Partners offers financial planning, pension consulting, and selection of other advisers. Confluence Financial Partners also specializes in portfolio management for individuals and businesses.

Firm Information

Katherine Montagazzi is currently registered with Confluence Financial Partners. Confluence Financial Partners is a Registered Investment Advisor (RIA) located in McMurray, Pennsylvania. They offer a variety of investment services, including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. The firm manages approximately $3.06 billion in assets for a diverse clientele that includes individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
Confluence Financial Partners

732 E MCMURRAY RD

MCMURRAY, PA 15317

$3.06B

Assets Under Management

48

Total Clients

36

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Katherine Montagazzi’s Registration & Firm History

PA

10/29/2021 - Present

Confluence Financial Partners (MCMURRAY PA)

PA

04/22/2019 - 07/12/2021

RAYMOND JAMES FINANCIAL SERVICES, INC. (McMurray PA)

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Licenses & Designations

BOTH

Issued 06/06/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/22/2019

Series 7TO - General Securities Representative Examination

BC

Issued 02/18/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Katherine Mary Montagazzi.
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