CoverProfile

Kathleen Schroeder

Financial Advisor

Babb Financial LLC

United States, Arizona, Flagstaff

About Me

Kathleen has been an integral part of Babb Financial Group since 2009, and currently serves as a Financial Advisor. In addition to becoming a CFP® certificant, Kathleen is a Registered Investment Advisor, and has passed the Series 65 Exam. She also holds a Life and 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 c
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Profile Information

Financial Advisor

Babb Financial LLC

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Flagstaff

Arizona

United States

May 16, 2024

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