Katie Weber, CFP®WEALTH MANAGER
Katie Weber is a Wealth Manager for United Capital. Working in our Cherry Creek location, she meets directly with clients helping them identify their goals, blindspots, and how they are going to accomplish their objectives through financial planning, asset allocation and investment management. Katie is passionate about building authentic relationships with her clients and customizing solutions to fit their individual needs.
Katie’s background is focused primarily on investments and asset allocation; previously she worked as a wholesaler for Janus Capital Group in Denver, Colorado. Recently Katie achieved her CERTIFIED FINANCIAL PLANNER™ certification, having successfully completed financial planning coursework and passing the rigorous CFP® Certification Examination. She is originally from the Pacific Northwest and is a graduate from the University of Idaho with degrees in Finance and Economics. In addition to receiving her formal education, she managed a small portfolio for the University’s College of Business and Economics that raised funds for student scholarships. In her spare time, she enjoys traveling, practicing yoga, swimming, and cooking.