8:30 – 5:00

Monday to Friday

8900 Keystone Crossing, Suite 450

Indianapolis, Indiana 46240

Fee-only, comprehensive financial planning based in Indianapolis, Indiana.

317-731-5615 |  info@elserfp.com

8:30 – 5:00

Monday to Friday

8900 Keystone Crossing, Suite 450

Indianapolis, Indiana 46240

Kathleen E. Tranovich, CFP®, CPWA®

Kathleen has a broad range of experience serving clients in comprehensive financial planning and wealth management.  She works with clients in their wealth creation, enhancement, protection, and transfer stages. She is a fee-only financial planner that listens to clients and helps them prioritize what is most important to them. Her clients appreciate her role as a trusted advisor as they navigate the complexities and opportunities that arise in their financial journey. She has experience in cash flow planning, lifestyle analysis, longevity planning and charitable giving. Kathleen assists clients with investment management. She also provides financial planning on an hourly or project basis.

Education

  • St. Mary’s University (MA, 2005)
  • College of St. Benedict (BA, 2002)
  • CERTIFIED FINANCIAL PLANNER™ certificant (2010)
  • Certified Private Wealth Advisor® (2021)

Experience

  • Fee-Only Financial Planner and Investment Manager with Elser Financial Planning, Inc. (2021-Present)
  • Senior Investment Advisor with Cherry Tree Wealth Management (2016-2019)
  • Investment Advisor with Cherry Tree Wealth Management (2007-2015)
  • Elementary School Teacher (2002-2007)

Appointments/Memberships

  • Financial Planning Association (Member since 2010)
  • Investments and Wealth Institute (Member since 2021)
  • National Association of Personal Financial Advisors (Member since 2021).
  • Executive Women in Finance (Member since 2021).

kathleen@elserfp.com
317-343-2146

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