As a third generation financial planner at Valley Investment Planning, Kalie has grown up immersed in the financial world. After receiving her MBA in financial management from Iona College, Kalie went on to gain invaluable knowledge of the banking and financial industry as a relationship banker at JP Morgan Chase Bank. After three years working at the bank she joined the family business in June of 2015. She currently holds several securities licenses including Series 6, 63, 65, 7 and life/health insurance. Kalie manages the Florida branch office in the Greater Tampa Bay area.
Her greatest passion is working with young adults and educating them on the importance of personal financial responsibility and saving early. She lives in Odessa with her husband, two sons, and dog, Chewbacca. Together they enjoy water sports, fishing, scuba diving, eating great food and traveling.
Kalie’s Specialty:
Kalie specializes in individual planning for high-earning, young professionals. Young professionals deal with many challenges. They may be running their own businesses, starting a family, and taking care of elderly parents. They are juggling between paying down student loans, saving for retirement, and saving for their kid’s college educations all while trying to live in the moment. Kalie can put a plan in place that takes the financial stresses off the table and meets her client’s goals.
