Katie Bachmann is a distinguished CERTIFIED FINANCIAL PLANNER™ and Chartered Special Needs Consultant® at UBS, where she specializes in providing comprehensive financial planning services tailored to families and individuals with special needs. In her role at One Wealth Consulting, Katie leverages her extensive expertise to...
Katie Bachmann is a distinguished CERTIFIED FINANCIAL PLANNER™ and Chartered Special Needs Consultant® at UBS, where she specializes in providing comprehensive financial planning services tailored to families and individuals with special needs. In her role at One Wealth Consulting, Katie leverages her extensive expertise to guide clients through the complexities of financial management, ensuring that their near-term and lifelong goals are met with precision and care.
Katie’s approach is rooted in clear communication and education, empowering clients and allied professionals—such as trustees, attorneys, and accountants—with the knowledge they need to make informed decisions. Her commitment to simplifying the often daunting challenges of financial planning is evident in her collaborative team approach, which emphasizes the importance of fiduciary responsibilities and ethical stewardship of assets.
Among her key projects, Katie has been instrumental in organizing and leading the UBS McGrath Consulting Special Needs Forums, where she shares insights on special needs planning, elder care strategies, and retirement income solutions. These forums not only provide valuable information but also foster a community of support for families navigating the unique financial landscapes associated with special needs.
With a robust skill set that includes portfolio management, philanthropy, and conservatorships, Katie is dedicated to enhancing the financial well-being of her clients. Her passion for advocacy and education in the realm of special needs planning positions her as a trusted resource for families seeking to secure their financial futures. Through her work, Katie continues to make a meaningful impact, ensuring that every client feels informed, supported, and empowered in their financial journey.
