Money should empower, not intimidate.  Financially Savvy^sm believes that anyone, once taught, can successfully manage his/her own finances.  Whether you use the aid of a financial adviser or go it alone, you should feel confident in making sound financial decisions.  We have dedicated ourselves to educating all individual investors, from the novice to the experienced, about prudent money management in non-threatening and unbiased environment.

In-depth instruction All courses provide extensive details on the topic under discussion including the steps professional financial advisors take to select appropriate investments.

Highly qualified staff Our Personal Finance Coachessm all come from a professional money management background including accounting, banking, and investment advisory services.

Catie began her personal finance career as a stockbroker for a national securities broker/dealer.  As a stockbroker, she placed an emphasis on educating her clients regarding the "how" and "why" of financial planning, helping them feel confident to make their own financial decisions.  In addition to her work with her own clients, Catie conducted monthly seminars open to the public to provide an educational resource for local women regarding personal finance matters. 

In 1996, Catie resigned from her position as a stockbroker so she could create Financially Savvy where she could devote herself full-time to teaching people how to manage their money.  Catie holds a Bachelor of Arts in Economics from the University of California, Los Angeles.

Good Debt and Bad Debt

"What we would normally consider bad debt can turn into good debt in certain circumstances," says Catie Fitzgerald, a personal finance coach ...