Kathleen has been an integral part of Babb Financial Group since 2009, and currently serves as a Financial Advisor. In addition to obtaining her CFP® certification, Kathleen is an Investment Advisor Representative (IAR), and holds a Life & Health Insurance license in the state of Arizona. Her previous roles have included client service, business operations, and compliance. Kathleen is a native Arizonan and graduated from the W.P. Carey School of Business at Arizona State University in 2005, with a bachelor’s degree in Business Administration. Soon after graduation, she began her career in the financial services sector, working for a Fortune 500 equipment financing company. In 2009 she

Kathleen Schroeder
Financial Planner and Financial Advisor
Babb Financial LLC
United States, Arizona, Flagstaff
About Me
Profile Information
Financial Planner and Financial Advisor
Babb Financial LLC
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Flagstaff
Arizona
United States
Oct 20, 2025
Work Experience
Babb Financial LLC
Financial Planner and Financial Advisor Jan 2009 - Present
Email: kathleen@babbgroup.com
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