Kati Whitten
Financial Planning Operations Administrator and Social Media and Marketing Assistant
I am a Financial Planning Operations Administrator and social media and Marketing Assistant at CORE Integrated Wealth. I support the financial planning team by managing operations, coordinating marketing materials and events, overseeing contracting and training, paperwork, implementing technology updates, and handling compliance approvals. My background includes restaurant management, and I became a Licensed Notary in May 2025.
I hold an Associate of Arts from Lone Star College and attended University of Mary Hardin-Baylor, studying Psychology and Business. These studies, combined with my natural interest in finance, fuel my passion for this field and my commitment to continuous learning.
What drives me most is providing exceptional client service through empathy and understanding. I believe every client has a unique story, and sometimes they simply need someone to listen. This personal approach to financial wellness makes my work deeply meaningful.
A Conroe, Texas native, I currently reside in Klein with my husband, Jacob, and our cat, Mango. Outside of work, I enjoy creative pursuits like singing, making music, painting, video editing, and scrapbooking. My ultimate goal is building a financially healthy future for my family while helping our clients achieve the same.