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Katherine Forquer, Financial Advisor

FINANCIAL ADVISOR
Katherine Forquer

CFP®
6842 Lebanon Rd Ste 102, Frisco, TX 75034opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Employee Stock Options
  • Charitable Giving

About Katherine

As a financial advisor, I am driven by the joy of helping people acquire financial security and confidence in their ability to achieve their financial goals. Growing up in small town West Texas, I learned the value of a dollar through hard work. It is my job to have your money work as hard for you as you’ve worked for it. With my clients, I seek to understand what is truly important and build a strategy to help them reach their goals. I’ll ensure we leverage all the resources of Edward Jones to help guide your tailored strategy.

Together, we will...

Work History

  • Edward JonesMay 2017 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Univ of North Texas,DentonBachelor of Science

Team Members

  • Paxton Knies
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:30PM
Sat By Appointment Only
Sun Closed

Phone

(972) 370-3382

Fax

(844) 808-7201

Office Address

6842 Lebanon Rd Ste 102
Frisco, TX 75034opens in a new window

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