INVEST FEARLESSLY

INVESTMENT MANAGEMENT

Through years of research and leveraging technology we have created a computer based investment process name ELLE. Our goal is creating a smoother ride to an intended outcome with reduced turbulence along the way.

TELL US YOUR GOALS

FINANCIAL PLANNING

We take a goals-based approach to financial planning. This starts with an in-depth understanding of you and your family, your current situation and your aspirations – not just for your money. But for your entire life. We are all unique, therefore we provide advice to help you reach your goals.

RESPONSIVE PORTFOLIOS FOR THE MODERN ERA

MEET ELLE

Elle is a computer-based investment selection system that is proprietary to our firm. Elle is able to identify securities with emerging price trends using our investment selection criteria and methodology. The investment process then becomes free of human emotion & biases which throughout history have been the greatest hindrance to returns.

HOW WE DO IT

TECHNOLOGY

We embrace data analytics artificial intelligence, and advanced technologies as cherished partners. If our smartphones can reroute us around traffic delays, why can’t we create software to help identify winning investments? We have.

SERVICES

Investments, Financial Planning, Retirement Planning, Life Planning, College Savings, Annuities, Life Insurance, 401k

PARTNERSHIPS

It takes a team. We are committed to working with our communities best CPAs, Estate Attorneys, and Insurance Brokers. We will work with your current team or provide recommendations of trusted partners.

LEARN HOW TO REACH YOUR GOALS

EDUCATION

We are committed to providing financial literacy to strengthen the financial well-being of those in our community. We strive to provide better investment and financial information to the every day person so they are able to make sound decisions to reach their goals.

WE TAKE PRIDE IN WHERE WE LIVE, WORK AND PLAY.

COMMUNITY PARTNERSHIPS

We are committed to providing financial literacy to strengthen the financial well-being of those in our community. As business leaders we have a responsibility to help strengthen our community, local organizations, and charities.

PRESIDENT & COO

Brad is the President and Chief Compliance Officer of Kattan Ferretti Financial L.P. He is responsible for the day-to-day management and oversight of client portfolios. He is a CERTIFIED FINANCIAL PLANNER™. To earn this designation, candidates must meet several requirements including mastering nearly 100 topics of integrated financial planning in major areas such as investments, retirement, estate planning, income taxation, insurance, and employee benefits. The CFP® is the highest professional designation in the financial planning field.

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CO-OWNER & INVESTMENT ADVISOR

Suzanne join Kattan Ferretti Financial in 2017 as a partner and Investment Advisor. Prior to joining KFF, Suzanne had 12 years of financial services experience at PNC and was a part of the Women’s Connect and the Women’s EBRG.

Suzanne is vital to the long term leadership and direction of the firm. In addition she will work closely with her clients to guide them towards financial freedom.

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Maximize Your Chances to Reach Your Goals

TAKE CONTROL OF YOUR PERSONAL FINANCES AND INVESTMENTS

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