Katrina K. Hayes,  CFP<sup>&reg;</sup> - Financial Advisor

Katrina K. Hayes, CFP®

CIMA

Partner

TCA Financial Group

8008 Corporate Center Drive, Suite 115
Charlotte, NC 28226
(704) 714-2222

General

Katrina Hayes is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at TCA Financial Group in Charlotte, NC and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 9, 10, 31, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)
  • Chartered Financial Analyst (CFA)
  • Chartered Financial Consultant (ChFC®)

Insurance Licenses

  • Life insurance: NC,SC,FL
  • Health/disability insurance: NC,SC,FL
  • Fixed annuities: NC,SC,FL
  • Variable annuities: NC,SC,FL

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career Change, Investment Management, Estate Planning, Employee Benefits, Getting Divorced, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Long-term Care, Women's Finances

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