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.

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Investment Management and Financial Planning Services are provided by Mason Investment Advisory Services, Inc.

Mason Investment Advisory Services, Inc. is a SEC registered investment advisor and has an affiliate, Mason Securities, Inc., a FINRA Member Broker/Dealer (www.finra.org).

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Katherine Fincher