Kat Biscornet, CFP®
As BSW Wealth Partners’ Financial Planner, I support the BSW Advisory Group in developing financial sustainability analyses and in creating customized financial planning recommendations for our clients.
Before joining BSW Wealth Partners, I previously worked at a wealth management firm in Colorado; and before coming to Boulder, a bank in Switzerland, a Swiss airline, and in the auto industry working with diplomats of different nations where I gained extensive knowledge in financial services and what it means to provide exceptional customer service.
My journey to become a Financial Planner started after the loss of a loved one and seeing my mother receive advice by people that did not have her best interest in mind. I realized how crucial it is to have an advisor that is independent and acts as a fiduciary. Coming from a background in economics and finance, I decided to pursue my CFP® certification and help others avoid a similar situation. It’s a very important and too often neglected aspect of finance, it’s a culmination of life’s work that can be a major part of ones dreams and goals. Everyone should have someone on their side who is knowledgeable and puts their interests first.
When I’m not working I try to get outside as much as I can. I love yoga, hiking, cooking, traveling to new places, and spending time with my amazing husband, family and friends.
Education, accreditation, leadership and service:
- CERTIFIED FINANCIAL PLANNER™ certification
- B.S. in Economics, University of Geneva
- European Foundation Certificate in Banking
- Diploma in Banking and Financial Training, Swiss Bankers Association