ADVISOR BIO | Katri


At KB Financial, we have the knowledge and experience to help you pursue your financial goals. Our staff is always ready to address your concerns, answer your questions, and put you at ease.

Katri Balfanz is the president of KB Financial and helps clients prioritize and use their resources effectively and efficiently through a comprehensive service model of financial planning. Katri began her financial advisor experience at Ameriprise Financial where she worked with clients and specialized in retirement and investment planning since 2001. 

Katri obtained the Chartered Financial Consultant (ChFC®) certification from The American College and the Certified Divorce Financial Analyst (CDFATM) designation from The Institute for Divorce Financial Analysts. Katri graduated from the College of Saint Benedicts with a degree in economics and Spanish. Most of Katri's spare time is spent with her husband Clint and her daughters, Scarlett (6) and Petra (2).

Katri is proud to begin her business at KB Financial. In creating an independent company, she now offers access to high-quality products and services. KB Financial is supported by our broker/dealer, Commonwealth Financial Network®, which has an outstanding team of professionals ready to answer questions and assist in the client satisfaction process. 
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