Katie Brewer, CFP® has been named as one of D Magazine’s “2020 Best Financial Planners in Dallas”

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Katie Brewer, CFP® has been named as one of D Magazine’s “2020 Best Financial Planners in Dallas”

Katie Brewer, CFP® has been named as one of D Magazine’s “2020 Best Financial Planners in Dallas” for the sixth year in a row.

Katie Brewer is the owner of Your Richest Life, a fee-only financial planning company helping mid-career physicians, attorneys and other high-income earners take charge of their financial lives. This distinction is listed in the December 2020 issue of D Magazine.

“It is such an honor that my peers consider me among the best financial planners in Dallas,” Brewer says. “I am passionate about serving highly educated mid-career professionals and promoting a fiduciary standard in my work.”

Katie Brewer was recently listed as an Investopedia “100 Top Financial Advisors of 2020.” Prior to that, she was included in InvestmentNews’ 2017 “40 under 40.” Qualifications for this honor include accomplishments to date, contribution to the industry, leadership and promise.

Katie is the regional group leader for the National Association of Personal Financial Advisors. In this role, she coordinates the regional quarterly financial planner education meetings for NAPFA. She is also a founding member of XY Planning Network, a fee-only financial planning organization.

She regularly contributes to financial articles and podcasts and writes financial planning articles for professionals at YourRichestLifePlanning.com/Blog.

D Magazine asked CFP® professionals in the Dallas/ Fort Worth Chapter of the Financial Planning Association to cast an online ballot to select the best certified financial planners in the area. Votes from outside firms weighed more heavily than inside firm votes. Only eligible CFP® professionals were considered for the list. The final list was reviewed by esteemed local financial planners.

About Your Richest Life

Your Richest Life is a virtual fee-only financial planning firm based in the Dallas area. The owner, Katie Brewer, CFP®, has over 15 years of experience. Her passion is helping clients get their financial lives in order.

You can contact Katie Brewer at info@yrlplanning.com or schedule a call at YourRichestLifePlanning.com/Schedule.

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