Katie-Randall

Katie Randall

Advisor

Seattle Office

Phone: 206.258.5151

LinkedIn Profile

How do I help our clients live a richer life?
My greatest professional joy is helping our clients live richer lives by serving as their Personal CFO and guiding their financial and life planning needs. First I help our clients define what living a richer life means to them, then we work together to determine the best path to bring that vision into reality. Of course, life changes over time, so I ensure our clients’ financial plans continue to evolve with new priorities and dreams. A large part of my role is being a financial coach, in addition to a financial planner, which is one of my favorite aspects of this work. This, to my great satisfaction, is how I help our clients live richer lives.

How do I spend my time outside of Brighton Jones?
The urbanite in me loves Seattle, but nothing makes me feel better than spending time in wide open spaces. My happy place is easily found on the hiking trail, visiting a winery or cidery, or exploring all the delights of my island home, Vashon, and I’m often joined by my husband Ben. In addition to Pacific Northwest wanderings, I treat myself to at least one trip abroad each year to keep my travel bug satisfied. I find satisfaction volunteering my time on the ambassador board for Friends of the Children in Seattle. I also enjoy listening to audiobooks and podcasts on-the-go or while cooking dinner. I’m inspired by the pursuit of passion and success, and how we all uniquely define those for ourselves.

New on Our Blog

IMPORTANT DISCLOSURE INFORMATION

Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Brighton Jones LLC), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained on this blog serves as the receipt of, or as a substitute for, personalized investment advice from Brighton Jones LLC.

To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Brighton Jones LLC is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the Brighton Jones LLC’s current written disclosure statement discussing our advisory services and fees is available for review upon request.

Brighton Jones is not affiliated with Facebook, Twitter, LinkedIn, Google+, YouTube or other social media websites and we have no control over how third-party sites use the information you share. Please remember that you should never communicate any personal or account information through social media and it is important to familiarize yourself with their respective privacy and security policies.

Pin It on Pinterest