Wachovia

CERTIFIED FINANCIAL PLANNER™

***Katherine is available to host educational seminars on a variety of investment planning and financial topics for your organization.  Please contact her if you would like to work with her to organize an event.*** 

KATHERINE J. STANFIELD has worked as a financial advisor since 1998. She has earned the CERTIFIED FINANCIAL PLANNERTM designation, and helps individuals with their goals to maintain a sense of security and empowerment rather than stress and anxiety.

Katherine sits down with individuals and their families and works toward solutions that are creative and individually tailored to their needs so that they can focus on what is most important to them.  She helps people create a plan to meet both their short term needs and their longer term goals. 

 Katherine strives to help clients reduce stress and worry in their lives by working with them to build and tend to an investment plan based on their values. Katherine helps clients with their goals to:

  • Grow and preserve wealth
  • Save and invest for retirement
  • Create an income stream that will last throughout retirement
  • Plan and leave a legacy
  • Achieve and maintain financial independence
  • Buy a home or second home
  • Send children and grandchildren to college
  • Understand and manage financial risks


Through Wells Fargo Advisors, Katherine can help you with:

  • Portfolio and risk management 
  • Working with professional money managers, mutual funds, and exchange traded funds
  • Stocks and bonds
  • Alternative investments(3)
  • Retirement planning
  • Roth IRAs and Roth IRA conversions
  • Establishing and managing retirement plans for small busines owners and their employees
  • Access to Mortgages and refinancing options for your home(1)
  • Access to Securities based lines of credit(1)
  • Estate Planning Strategies(2)
  • Insurance and protection planning
  • Exercising stock options 
  • Education Planning  
  • 529 plans 

Katherine is Associate Vice President - Investments, and Financial Advisor.

In the community, Katherine has served on the Board of the Mount Holyoke Club of New York. She was part of the organizational committee for the Lady Liberty Regatta in New York Harbor in 2001 and Sail For America on September 11, 2002.

Katherine splits her time between New York City and Woodstock, NY.

Wachovia Securities is now part of Wells Fargo & Company, creating one of the largest Investment firms in the world, as measured by number of Financial Advisors. Wells Fargo Bank, N.A. is one of the nation’s strongest banks and an American institution since 1852, earning its legendary reputation for strength and stability. Wells Fargo & Company is one of Barron’s Most Respected Companies (September 2008).

(1)

(2) Wells Fargo Advisors is not a legal or tax advisor.

(3) Alternative investments carry specific investor qualifications which can include high income and net-worth requirements as well as relatively high investment minimums.

Calculators

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

More Calculators →

Newsletters

An Extra Layer of Protection

Umbrella liability insurance can help protect a family from the financial ruin that a civil liability trial could bring.

Investor Emotions and Where to Find Them

Anyone who has watched the stock market for any length of time knows it is subject to two key investor emotions: greed and fear.

Save More to Have More

There's one solution to a retirement savings shortfall that is so simple you might never have given it serious consideration: Set aside more of your current income. Even if you believe that you are currently saving as much as possible toward retirement, you might change your mind after you run the numbers.

Getting Something for Giving

Charitable trusts may help your charity of choice while also providing you with potential tax benefits.

More Newsletters →