Female Financial Advisor

Katie Bensel | Burlington, VT Financial Advisor

It’s 2021 and women are still underrepresented in the financial industry. Women in the United States control more than $10 trillion of total United States household assets¹, yet less than 20% of the industry’s financial advisors identify as women².

As a female identifying financial advisor, I aim to provide a space focused on education, understanding, and growth with my clients. Our clients are not just a number on a screen, they are individuals with unique financial situations and goals. That individuality should be reflected in their experience with their financial advisor.

If you feel misunderstood by your current financial advisor or are looking to start a relationship with a female identifying financial advisor, please contact me to schedule an initial meeting at (203) 645-4122 or katie@onedayinjuly.com.

1 https://www.cnbc.com/2020/11/30/op-ed-heres-why-womens-money-decisions-will-shape-the-future-for-us.html
2 https://www.barrons.com/articles/barrons-top-100-women-advisors-of-2020-the-push-for-greater-diversity-51595024100