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Kathryn R

Series 65, Series 63

South Riding, VA

Focus Advisor Solutions, LLC

Kathryn Risch is a financial advisor with Focus Advisor Solutions, LLC, holding Series 65 and Series 63 licenses and bringing 18 years of industry experience. She has worked at Buckingham Strategic Partners and Savant Capital Management in various capacities over the past two decades. Focus Advisor Solutions provides turnkey asset management and back-office services to independent registered investment advisors, offering model portfolios, operational support, and fixed-income sub-advisory services. The firm manages diversified, systematically invested mutual fund and ETF portfolios and serves retirement plans with discretionary fiduciary responsibilities, supporting a high client and asset load per advisor.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
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