CoverProfile

Kathleen Schroeder

Financial Planner and 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 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

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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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