Katherine Liola

Katherine Liola
First Name
Katherine
Last Name
Liola
Guest Bio

Katherine is the Founder & CEO of Concentric Private Wealth, where she and her team stick firmly to the belief that financial management isn't just about markets and algorithms. It's about people - their values, their goals, their life. Katherine started a movement to change the way others think about money, mindset, and health, providing the tools they need to live a more transformational life. Through her own life experience and professional expertise, she is taking the lead in experiencing the power of investing in YOU.

Short Business Description
Katherine is the Founder & CEO of Concentric Private Wealth, where she and her team stick firmly to the belief that financial management isn't just about markets and algorithms. It's about people - their values, their goals, their life. Katherine started a movement to change the way others think about money, mindset, and health, providing the tools they need to live a more transformational life. Through her own life experience and professional expertise, she is taking the lead in experiencing the power of investing in YOU.
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