Katelyn Bombardiere, CFP®

Financial Advisor


Education:
University of Colorado at Boulder, BSBA, Finance, Operations

Designations:
CERTIFIED FINANCIAL PLANNER™

Industry experience:
7 years

How does Katelyn Use Commas?

  • Staying on track to be financially secure in retirement
  • Building my wealth
  • Traveling internationally every year
  • Update my estate documents

The Latest from Katelyn

What Do You Need to Know About RSUs?
Mega Backdoor Roths
Preparing for Open Enrollment

Katelyn’s Story

Katelyn serves as a Financial Advisor at Commas, where her goal is to make her clients feel financially secure by creating personalized financial plans based on their goals. She prides herself in developing client relationships that feel like friendships and teaming up with clients to work through the “puzzle pieces” of their financial lives. After all, each client has their own unique situations and challenges!

Katelyn started her career in the high-net-worth wealth management industry where she quickly realized her passion for helping the ”everyday” investor. She sought a different approach to help people (like her friends, family and peers) without worrying about asset minimums.

When not spending her time in the office, Katelyn likes to travel and try out new bars and restaurants. She also stays active as a CrossFit enthusiast and enjoys hiking with her dog, George.


Specialties

Goal setting, Roth conversions, retirement projections

Ready to start the conversation?