Katie Kennedy, APMA®, CFP®

Katie Kennedy joined the Planning Needs Financial Group team in 2020. She obtained her Series 7, Series 66, and Life and Health insurance licenses in 2018 and also received the Accredited Portfolio Management AdvisorSM designation in 2020.

Katie studied for and successfully earned her Certified Financial Planner® marks in July of 2023 as well. 

In her spare time, Katie enjoys spending quality time with her friends and family, attending concerts, and sailing on her 1984 Catalina 30.

Phone (301) 230-0076 x117