Katelyn Bombardiere, CFP®
Financial Advisor
Education:
University of Colorado at Boulder, BSBA, Finance, Operations
University of Colorado at Boulder, BSBA, Finance, Operations
Designations:
CERTIFIED FINANCIAL PLANNER™
CERTIFIED FINANCIAL PLANNER™
Industry experience:
7 years
7 years
How does Katelyn Use Commas?
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- Staying on track to be financially secure in retirement
- Building my wealth
- Traveling internationally every year
- Securing estate planning documents
The Latest from Katelyn
Optimizing Your Google Stock Units (GSUs)
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How to Start an Emergency Fund
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Benefits of a Roth IRA
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Katelyn’s Story
Katelyn is a financial advisor at Commas, dedicated to helping her clients achieve financial security through personalized plans tailored to their unique goals. She focuses on building strong relationships with her clients, working alongside them to navigate the complexities of their financial lives.
Katelyn began her career in high-net-worth wealth management, but soon discovered her true passion for assisting the “everyday” investor. Motivated by the desire to help those like her friends, family, and peers, she sought an approach that didn’t require asset minimums, allowing her to make a meaningful impact without barriers.
Outside of work, Katelyn enjoys traveling, trying new restaurants, reading, and staying active!
Specialties
Goal setting and tracking, backdoor Roth contributions, RSUs, Google & Microsoft employees, equity compensation