Katherine Tierney, CFA®, CFP®

Katherine Tierney, CFA®, CFP®

Senior Retirement Strategist, Edward Jones

Katherine Tierney is a Senior Strategist at Edward Jones, a leading financial services firm dedicated to helping its 9 million clients turn their life plans into financial strategies. Katherine is responsible for developing and communicating the firm's retirement and tax advice and guidance.

She also serves as a member of the firm's oversight committee for all financial planning advice and guidance.

Katherine has more than 20 years of industry experience and has served in a variety of retirement, investment and financial planning roles throughout her career.

She graduated magna cum laude from Saint Louis University in 2004 with a bachelor’s degree in business administration and an emphasis in finance. She earned the Chartered Financial Analyst® designation in 2008 and the CERTIFIED FINANCIAL PLANNER® designation in 2022.

Katherine is a regular contributor to the Edward Jones Perspective newsletter and has been quoted in various publications, including The Wall Street Journal, Barron's, Kiplinger and GOBankingRates.

Katherine and her husband, Jeff, have two children: Aiden and Jaxon.

Website: www.edwardjones.com