Katherine Fibiger

SVP Wealth Advisor

Areas of Expertise

Goal Alignment
Tax Strategies
Asset Allocation
Retirement Planning
Estate Planning

Qualifications & Experience

  • BA, Colgate University
  • CERTIFIED FINANCIAL PLANNER™ Practitioner, Retirement Income Certified Professional (RICP®), Certified Plan Fiduciary Advisor (CPFA®)
  • Five Star Wealth Manager, 2014-2022 Connecticut Magazine; Women’s Choice Award for Financial Advisors
  • Founder, Retirement Wealth Institute – dedicated to educating, informing, and empowering individuals around the complex subject of retirement


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Words to Live By

The purpose of life, after all, is to live it, to taste experience to the utmost, to reach out eagerly and without fear for newer and richer experience.
Eleanor Roosevelt

Client Experience Professionals

Team Members

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Katherine, an award-winning advisor with over two decades of experience, has devoted her career to earning the trust of clients and enabling them to enjoy more fulfilling lives.

Managing one’s financial life is an immense responsibility – requiring a great deal of time, expertise, and resources that most busy professionals don’t have. Katherine partners with her clients to create a comprehensive plan, educating and empowering them to make well-informed decisions.  Her approach alleviates the stress of critical financial decisions – allowing clients to enjoy peace of mind, secure in the knowledge that they have diligently planned for the future, protected their loved ones, and remained true to their values.

Residing in Southport, CT, with her husband, Ryan, and their 3 children, Katherine and her family relish their summers on the tennis court and at the shoreline. In winter, they seek adventure on the ski slopes in Vermont, or out west when possible. Katherine’s love for food, wine, and travel seamlessly converge through her endless pursuit of enriching travel experiences.