Kate Permanian

Kate always had a strong desire to help others from a young age. Her interest in finance was piqued during high school when she took an investment class, leading her to explore various ways to save and invest money. This newfound passion motivated her to enroll in Purdue University’s CFP Board Certified Financial Counseling and Planning program.

During her college years, Kate’s fascination with Financial Planning continued to flourish. As she became more familiar with her career options, Kate set her sights on joining a fee-only registered investment advisory firm, eagerly seizing the opportunity to become part of BRF in the Summer of 2023.

Currently, Kate is working towards obtaining her Series 65 and CFP certifications. Born and raised in the Chicago suburbs, she still calls that area home. When she’s not at work, you can find Kate enjoying quality time with her friends and family, whipping up delectable dishes in the kitchen, or breaking a sweat at the gym.