Kate Flanagan B.A. (Econ.), CFP, EPC

Executive Financial Consultant

Kate Flanagan has been an Executive Financial Consultant with IG Private Wealth Management since 1994. Kate’s sound financial knowledge and insatiable curiosity allow her to really tune in to client needs and respond accordingly with consistent and workable financial planning solutions. She believes that one’s conduct is how people come to know you and has demonstrated that through her community involvement. Her mantra is to try to do better every day, at what we do for clients. This core value has meant she listens and hears what people are really saying, allowing her to find opportunities and create their best plans.

Kate has a work ethic honed from single parenthood while establishing her career at IG Private Wealth Management. She is a self-professed word nerd and unabashed trivia fiend—Wordle is her go-to pastime.