Katie Megna originally joined Megna Financial in 2010 and took the reins as firm owner after her mother, Sherri Megna, retired from the firm in 2020. Katie holds a Series 65 securities registration from FINRA, making her an Investment Advisor Representative (IAR), as well as her Series 63 and Series 6 securities registrations. When offering advisory services, IARs must always place their clients’ best interests before their own interests.
Katie Megna, CFP®, CLU®
Owner & Financial Advisor
“I’m invested in my clients and their families; helping them plan and execute their financial goals and me being there for each step.”
Katie is also licensed in life, health and disability insurance. She earned and maintains financial industry designations as both a CFP® (Certified Financial Planner®) and CLU® (Chartered Life Underwriter®). She is passionate about creating and delivering strategic, full-service financial plans tailored to each client’s goals and situation. “I understand the importance of creating a vision for success and then creating the game plan to get you there,” Katie says.
A native of Wisconsin, Katie earned a Bachelor of Science in math education from the University of Wisconsin-Milwaukee. She went on to play professional soccer in Sweden and currently coaches for the Madison 56er Soccer Club.
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Financial Information for You
We are here to answer questions and provide help when it comes to managing, saving, investing, growing, and protecting your wealth. Browse through these educational resources to read, watch, download, and learn about the basics of finance and retirement. And remember, we are here to help you develop and implement your own personalized financial and retirement plan. Please feel free to reach out if you have any questions, we would love to speak with you.
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At Megna Financial, we take the time to listen, share ideas, and see if we’re a good fit to work closely together to design and implement a custom financial plan based on your personal life or business goals. Call us at (608) 203-8006, email us at contact@megnafinancial.com, or send us a message here.
