Kathy R. Weese
CFP® · Atlanta, Georgia
A financial plan that starts with your life, not a product. For nearly two decades, Kathy has helped individuals and families in Atlanta make clear, confident decisions about their money — from the first budget to the last day of work and beyond.
Kathy began her career in 2007 at Minerva Planning Group in Decatur, where she spent a decade learning the craft of comprehensive financial planning — the kind that looks at a family's whole picture rather than a single account.
In 2017 she joined NORA Wealth in Midtown Atlanta, continuing to work with clients across Georgia and, since 2023, Texas. Since 2025 she has also been working with AI Trading Options.
"A financial plan that starts with your life, not a product."
Every recommendation connects back to what matters to you. Here are the areas we can work on together.
When you can retire, how to turn savings into dependable income, and how to make it last.
A portfolio built around your goals and comfort with risk — explained plainly, reviewed regularly.
Coordinating savings, withdrawals and giving so more of what you earn stays with you.
Saving for college, supporting parents or children, and making big purchases with confidence.
Making sure the people and plans you care about are protected if the unexpected happens.
Working alongside your attorney so beneficiaries, accounts and wishes all line up.
No pressure and no jargon. You'll always know what we're doing, and why.
An unhurried first conversation about where you are, where you want to go, and what's on your mind.
We gather the details and map out a written plan that ties every decision to your goals.
Step by step, we put the recommendations to work — with you approving each move.
Regular check-ins as life changes, so your plan always reflects the life you're actually living.
Kathy's career has been spent at independent, planning-focused firms — places where advice is built around the client, not around selling a product.
Joined in 2025, alongside her ongoing work at NORA Wealth · aitradingoptions.com
Investment adviser representative · Midtown Atlanta, GA. Registered in Texas since 2023.
Investment adviser representative · Decatur, GA. Ten years of comprehensive financial planning.
Qualified to act as an investment adviser representative.
Kathy R. Weese, CFP®
Every investment adviser's history is public. Before trusting anyone with your money, look them up on the SEC's Investment Adviser Public Disclosure site or FINRA BrokerCheck. Here's mine.
Whether you're planning for retirement, navigating a change, or just want a second opinion, I'd be glad to hear from you.