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Kate Glanz

CFP®

Wealth Advisor

Kate Glanz

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Kate Glanz

Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER® professional

About Kate

Kate provides comprehensive financial planning and investment advisory services to individuals and families.

Kate joined Focus Partners Wealth in 2026, having come from Relative Value Partners (RVP) where she had been since 2022. Previously, Kate was a financial analyst at Brownson, Rehmus & Foxworth, Inc. (BRF). Kate previously worked as a property tax consultant and manager for National Tax Search in Chicago, where she advised multiple Fortune 500 companies on different aspects of property tax and appraisal.

Kate volunteers with various organizations to raise donations for Nationwide Children’s Hospital in Columbus, Ohio.

Education and Professional Milestones 

-Miami University – bachelor’s degree 

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