Katie Fenner, CFA on Empowering Families Through Financial Literacy & Generational Wealth Building | Modern Investing Podcast

In this episode, we sit down with Katie Fenner, CFA, former private wealth advisor at Goldman Sachs, to explore why financial literacy is one of the most powerful forms of legacy planning. Katie shares her journey from managing portfolios for ultra-high-net-worth families to her current mission: empowering everyday investors and parents to build generational wealth with confidence and clarity.

We explore:

• The surprising knowledge gaps among well-educated families when it comes to 529 plans, custodial accounts, and early investment strategies
• Why open conversations about money are critical for raising financially savvy children
• The importance of building long-term, adaptable portfolios without falling into emotional traps
• How Katie’s time at Goldman Sachs shaped her philosophy on risk, diversification, and managing wealth through market cycles
• Why access to simple, educational financial tools can transform how families approach investing

“Financial literacy isn’t just for Wall Street. It’s the foundation for building freedom—and futures.”

Whether you’re a parent, a young investor, or someone looking to demystify the path to financial security, Katie’s insights offer an actionable blueprint for creating sustainable wealth and meaningful legacies.

About Katie Fenner:

Katie Fenner is a former private wealth advisor at Goldman Sachs, where she guided ultra-high-net-worth families through complex investment landscapes. She now focuses on expanding access to financial literacy, helping families build generational wealth through simple, actionable strategies that empower parents and children alike.

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