Katherine Fincher

Katherine Fincher

Financial Planner & Director of Financial Planning and Innovation

Katherine Fincher, MBA, CFP®, joined Mason in March 2019.

  • Received her CERTIFIED FINANCIAL PLANNER™ certification in 2015.
  • Masters of Business Administration in Financial Planning, California Lutheran University.
  • Bachelor of Arts in Psychology, Princeton University.
  • Advanced-Levels in English, History, and Economics at Roedean School for Girls in Brighton, England.
  • Previous experience includes providing financial planning as a Financial Consultant with Fidelity Investments and as a CERTIFIED FINANCIAL PLANNER™ with the Celeste Financial Group in San Diego, California.

In her spare time, Katherine enjoys running, dance, cooking for her family, and traveling – particularly to San Diego and the South of France.

© Copyright 2018, Mason Investment Advisory Services, Inc. All Rights Reserved.