Katie Buchanan

Senior Associate

Pasadena

Client Advisory

Biography

Katie is a Senior Associate in the Pasadena office.

Prior to joining Cerity Partners, Katie served as the Office Manager and Client Service Supervisor at Gamble Jones Investment Counsel. She started at Gamble Jones in May 2011 as the New Accounts Administrator for the firm. In January 2016 Katie became the Supervisor of Client Services and took on the role of Office Manager and Marketing & Events Coordinator for the firm.

Katie was married at the end of 2021 and became the Bonus Mom to an awesome 10-year-old girl. In her spare time, she enjoys all things DIY – her most recent project was transforming a TUFF shed into her home office.

Connect with Katie

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Meet Our  Client Advisory Colleagues

Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.