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Katherine J

CFP®

San Antonio, TX

Forvis Mazars Wealth Advisors, LLC

Katherine Jaskinia is a CFP® professional with six years of experience in financial advising. She currently works at Forvis Mazars Wealth Advisors, LLC and has previously held roles at FORVIS Wealth Advisors, BKD Wealth Advisors, Frost Investment Services, and Frost Bank. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations, offering financial planning, investment management, consulting, and retirement plan services. The firm employs a customized investment approach that combines active and passive strategies, emphasizing diversification, cost control, and long-term discipline, and operates as a subsidiary of a national accounting and professional services firm.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Tax strategies for small businesses Founder/Business Owner Executive Retired
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