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Katherine Fincher

CFP®
Director of Financial Planning & Innovation and Financial Planner, Mason Investment Advisory Services, Inc.

Katherine Fincher is the Director of Financial Planning & Innovation at Mason Investment Advisory Services, Inc. She assists the Reston, Virginia-based firm in providing concierge, full-service financial planning and investment management to corporate executives and independent high net-worth individuals.

 

Prior to joining Mason in 2019, Katherine worked as a financial consultant at Fidelity Investments in Washington, D.C., and as a financial planner at the Celeste Financial Group, part of the Cetera Advisor Network, in San Diego, California. She is a member of Capital Group’s RIA Advisory Board.

 

Katherine earned her Certified Financial Planner™ (CFP) designation in 2015, and completed Level 1 of the CFA® Program in 2019. She graduated from Princeton University with a Bachelor of Arts in Psychology and received a Master of Business Administration in Financial Planning from California Lutheran University. In her spare time, Katherine enjoys running, dance, cooking and travel.

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