Courtenay Wise is a knowledgeable investment professional specializing in retirement planning and comprehensive financial management. With a Master of Science in Financial Planning from the College for Financial Planning, she brings knowledge in holistic financial planning. This graduate program provides in-depth knowledge of estate and tax planning, retirement income strategies, risk management, and wealth preservation. Her dedication to ongoing education ensures that clients receive strategic planning advice tailored to their unique financial goals.
Courtenay has been with Ketron Financial for 10 years and recently acquired the firm from her mentor and previous principal. She is dedicated to continuing the firm’s legacy while bringing her own passion and vision to serving clients. Courtenay has been devoted to helping clients build confidence in their financial future. She combines technical knowledge with a warm, approachable style—financial planning doesn’t have to be intimidating! Whether guiding retirees through income strategies or helping families invest wisely, Courtenay is known for her integrity, kindness, and ability to break down complex topics in a way that makes sense.
With over 9 years in financial services, Courtenay’s experience spans investment management, tax planning, and insurance solutions. As a Chartered Retirement Planning Counselor SM (CRPC®), she takes a personalized approach to retirement strategies.
A proud Novato native, Courtenay thrives on building long-term relationships with clients, ensuring they feel supported at every stage of life. Outside of work, she enjoys hiking, soccer, and getting lost in a great book. Her enthusiasm, energy, and genuine care for people shine through in everything she does—because financial success isn’t just about the numbers; it’s about the life you want to live.