My Profile | Network In Action
  • Basic Information

  • Company
    Principal Financial Network- South Texas Business Center
  • Phone
    832-213-8179
  • Mobile phone
    832-213-8179
  • Email
    bierschwale.kate@principal.com
  • What is your "why"? Why do you do what you do?
    I have a heart for service and helping people find ways to do better for themselves and their families. My goal is to utilize my experience and my passion for serving others to deliver the overwhelming amount of financial information in a meaningful manner that is easy to take hold of and put into action in their lives.
  • About me
    I am originally from South Florida, and I moved to Ohio to play collegiate soccer at Marietta College, then continued to play competitive soccer while finishing my Bachelor of Science in health and human performance at the University of Houston. Since then I have gained business development and training experience within the healthcare and oil and gas industries, taking highly intricate information and plans and breaking them down to understandable bite sized pieces. My focus is on building quality relationships through in-depth and genuine conversations with my clients.
  • Profession
    Financial Advisor
  • Title
    Business Financial Advisor (Group & Disability Specialist)
  • Website
    www.katebierschwale.com
  • Contact Information

  • City / Town
    The Woodlands
  • Describe your perfect referral
    1) Small to Medium business owner with at least 2 employees (1099 & W2)- All industries/Family owned or partnerships
    2) Families with/or planning to have children
    3) CPAs
    4) Divorce Attorneys
  • State
    TX
  • Zip
    77380
  • Country
    United States
  • Special offers to the group
    Complimentary financial and income protection review for group and employees of anyone in the group
  • Facebook Business Page URL
    https://www.facebook.com/KateBFin
  • Education

  • College / University
    University of Houston
  • Graduation Year
    2006
  • Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
    Have they ever consulted a financial advisor for business or personal planning or investing?
    Are they open to a second opinion or review? Has a business owner started their succession planning? Are they growing or new business owner? Do they have a 401k or retirement plan set up? Rollover that are not addressed?
  • Describe How You Would Like To Be Introduced Via Email
    Please send an intro email to both the referral and me. Please include contact information and I will respond asap.