Cathie Straub
CFP®, CDFA®
Alaska Wealth Advisors
Director
Cathie Straub
CFP®, CDFA®
Alaska Wealth Advisors
Director
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Cathie Straub, CFP®, CDFA®
Fee-Only financial planner located in Anchorage, AK, serving clients locally and across the country
Cathie Straub is an Anchorage, AK fee-only financial advisor serving clients locally and across the country. Alaska Wealth Advisors provides comprehensive financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Cathie Straub is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Cathie Straub joined APCM in 2009 to work with individual clients, transitioning into her current role as an owner/Director of Alaska Wealth Advisors when it was formed in 2014. Cathie brought years of financial expertise with her from her previous career at Ernst & Young CPAs, followed by 18 years as a partner in Financial Resources Inc, a boutique financial advisory firm. With her CPA background, Cathie excels at advanced financial planning strategies, helping clients with their complex financial planning needs. She is sought after to work with clients who have experienced a major life transition, such as losing a spouse, going through a divorce, or figuring out their retirement strategy. Cathie empowers her clients to feel confident in their financial future, no matter how complex their situation might be.
Cathie’s community involvement is extensive, having been recognized as a YWCA Woman of Achievement in 2015. She currently serves on the board of Great Land Trust, along with numerous committees and advisory roles for non-profits in Alaska. When Cathie isn’t working or volunteering, she can be found hiking, skiing, paddleboarding, and definitely on her yoga mat anytime of the year.
Education and Certifications
- Miami University, Oxford, OH, Cum Laude BS Business (Accounting & Finance)
- CERTIFIED FINANCIAL PLANNER™
- Certified Public Accountant (Inactive)
- Certified Divorce Financial Analyst
- Series 65 License
Based in Anchorage, Alaska, we provide sound financial advice and portfolio management allowing you to focus on your business, family, and personal goals with a sense of empowerment and well-being.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Divorce Financial Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees Age 50+
- $1 Million+ in Investable Assets
- Business Owners and Executives
- Growing Families
- Divorced and Widowed
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Cathie Straub is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Cathie Straub is a Certified Divorce Financial Analyst® (CDFA®)A CDFA® professional is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future. A CDFA® can take on many roles in the divorce process: Financial Expertise and Strategy, Data Collection and Analysis, Expert Presenter and Litigation Support. In some cases, CDFA® professionals are called upon to act as expert witnesses in court or in mediation proceedings.
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Cathie Straub is a Member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Cathie Straub is an Award Winning Member of the Anchorage International Rotary Club
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Cathie Straub is the Chair of the Board of Directors for the Great Land Trust of Southcentral Alaska
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Cathie Straub is a Member of the Anchorage Estate Planning Council
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Cathie Straub was Awarded the 2015 YWCA Woman of Achievement Award
Contact Cathie Straub
Office Locations:
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900 West 5th Ave
Suite 601
Anchorage, AK 99501
