Katie Frazier, CFP®
Associate Wealth Partner
Katie Frazier has a passion for helping people—a calling that prompted her to choose financial planning as her career. Although people may typically think of doctors or teachers when they consider the helping professions, she knew financial planning would combine her love for numbers with the ability to help people in tangible ways. On a typical day at BGM Wealth Partners, Katie helps clients meet goals such as planning for retirement, reducing their taxes, and giving to their favorite charities.
Katie started her working life as a food scientist before making the transition to financial planning. She initially focused on back-office responsibilities, such as processing paperwork for new accounts and creating reports for client meetings. In 2017, she joined BGM Wealth Partners, where she is thrilled to work one-on-one with clients every day. Her most gratifying moments come when people come in worried about their finances but leave with peace of mind because they now have a plan of attack to address their concerns.
Outside of the office, Katie volunteers as a tax preparer for Prepare + Prosper tax clinic. She devotes the rest of her free time to her husband and young daughter while working on home projects inspired by HGTV or the DIY Network.
Education and Certifications
- CERTIFIED FINANCIAL PLANNER™ professional
- B.S., Food Science and Technology, University of Nebraska-Lincoln
- Volunteer Tax Preparer, Prepare + Prosper
- Member, Financial Planning Association (FPA), Minnesota Chapter
- Member, FPA NexGen Committee
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements