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Katherine M
CFP®, ChFC®, Series 66
Asheville, NC
Sharp Financial
Katherine Morosani is a CFP® and ChFC® with 11 years of industry experience. She is currently with Sharp Financial and has previously worked at Edward Jones and several other financial firms. Morosani also uses her sole proprietorship, KM Consulting, to deliver speeches related to her Doctoral Studies in Organizational Leadership. Sharp Financial serves a diverse client base including individuals, high-net-worth clients, trusts, and family offices, managing approximately $502 million across eight offices. The firm employs a tactical, risk-based investment process that combines internal research and third-party quantitative tools to guide dynamic asset allocation and portfolio management.
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