Katie Clark, CPFA

Client Service Manager

Katie grew up in Johnstown, Pennsylvania and is a graduate of Duquesne University and California University of Pennsylvania. Katie is a Certified Plan Fiduciary Advisor.  She holds her FINRA Series 7 and 66 registrations through LPL Financial; she also holds her Life and Health Insurance Licenses in the state of Pennsylvania. She is a Notary Public in the state of Pennsylvania.

Katie has over 12 years of experience in the financial services industry.  Prior to joining RetireRight Pittsburgh, she has held positions with Federated Investors, Hefren-Tillotson, PNC Investments, and most recently, Morgan Stanley Wealth Management. 

Katie serves as the Client Service Manager at RetireRight Pittsburgh.  In this role, she works closely with the advisors to deliver a reliable, consistent experience for both prospects and clients.  In order to provide this, she maintains open communication to support with the daily operations and administrative duties.  Katie finds it extremely rewarding to assist clients in pursuing their financial planning goals by ensuring that their services and needs are being met.

In her free time, Katie enjoys spending time with her family and friends.  She resides in Bethel Park with her husband, Patrick, and their three children (Charlotte, James, and Ellis).  She is an active member and volunteer at St. Thomas More Catholic Church.

Phone 724-942-3002
Fax 724-942-4196