Katie Cimonetti
Meet Katie Cimonetti, LPL Financial Advisor & Founder of VIE Wealth Management
With over nine years of experience in the financial services industry, I've journeyed from a background in marketing and advertising to becoming a seasoned financial advisor. My career truly took flight at Edward Jones, where I embraced my passion for budgeting and finance, honing my skills and nurturing relationships with clients I gained through grassroots efforts. From knocking on residential doors to cultivating a thriving practice, I spent seven fulfilling years at Edward Jones before embarking on a new chapter with Fidelity.
At Fidelity, I relished the opportunity to expand my client base and leverage cutting-edge technology to deliver exceptional service. However, it wasn't long before I realized that my true calling lay in the autonomy and personalized approach of independent financial advising. Believing in the power of putting clients first and delivering tailored solutions, I made the bold decision to venture out on my own.
Raised in south side of Chicago, family has always been at the heart of my life. Now married to my husband Drew, with two daughters, Teagan and Tessa, our household is a whirlwind of activity, from school to sports and everything in between. As a family, we cherish our annual adventures, ensuring we make time for travel and shared experiences, particularly our love for country concerts.
Beyond my professional endeavors, I am an avid runner and gym enthusiast, recognizing the importance of prioritizing health and well-being. In my years in this industry, I've come to understand that true wealth encompasses more than just financial stability—it's about planning for the future while embracing the present and being resilient in the face of life's uncertainties.
As an advisor, I am deeply committed to helping my clients navigate their financial journeys with confidence and clarity. My investment philosophy is rooted in proactive planning, empowering individuals to anticipate and prepare for the unexpected, seeking to ensure that their financial goals remain within reach.
Make the appointment, you won’t regret it! I look forward to meeting you!
