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1500 Grant Ave
Suite 238
Novato, CA 94945

Ketron Financial, LLC

(415) 892-0928

 
Courtenay Wise

Courtenay Wise

Investment Advisor, CRPC®

Courtenay is a seasoned investment adviser with a specialized focus on retirement planning and comprehensive financial management. As a Chartered Retirement Planning CounselorSM, she brings a wealth of expertise to her role, providing clients with tailored strategies to navigate the complexities of retirement and achieve their financial goals.

Joining the Ketron team in 2015, Courtenay has been instrumental in fostering financial literacy and empowering clients to make informed decisions about their financial future. Her extensive background includes over 15 years in the financial services industry, with notable stints at Wells Fargo and Redwood Credit Union. Courtenay's proficiency encompasses wealth management strategies and insurance planning, ensuring a holistic approach to financial well-being.

Courtenay holds a Bachelor of Science in Finance from California State University, East Bay, and is currently advancing her knowledge at the College for Financial Planning, pursuing a graduate degree in Personal Financial Planning. Her commitment to ongoing education underscores her dedication to staying at the forefront of industry trends and best practices.

A proud Novato native, Courtenay not only excels in her professional pursuits but also finds joy in personal interests. Outside of the financial realm, she indulges in her love for hiking, soccer, and reading, embodying a well-rounded and dynamic approach to life. With Courtenay's guidance, clients can navigate the intricacies of wealth and retirement planning with confidence, backed by extensive knowledge and a personalized touch.