Katherine Fox, CFP®, CAP®

Helping Gen X, Millennials and Gen Z manage, grow and do good with inheritance

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Sunnybranch Wealth Katherine Fox, CFP®, CAP®
Portland, OR

Serving Clients Nationwide

Helping Gen X, Millennials and Gen Z manage, grow and do good with inheritance

Areas of Focus

  • Financial Life Planning
  • Inherited Wealth
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Hi, I’m Katherine Fox.

I’ve always loved talking about money.

At a young age, I started learning about investing, saving, and how to build and maintain wealth. As my knowledge grew, so did my passion for sharing financial concepts with others in a simple and relatable way.

It was natural for me to end up in the wealth management industry, helping people define and meet their financial goals as an Investment Advisor, Chartered Advisor in Philanthropy®, and CERTIFIED FINANCIAL PLANNER™ .

While this work was rewarding, I wanted to offer people a chance to reach their financial goals while creating meaning and purpose with their wealth.

Giving back to my community has been a long-standing pillar of my life.

As a fourth-generation member of a philanthropic family that successfully passed wealth and values down across generations, I believe the privilege of holding wealth confers a responsibility to give back and an obligation to investigate how we can create meaningful change in the world.

I founded Sunnybranch based on this principle, to help inheritors define their own legacy, plan for the future, grow their wealth, and become agents of change through comprehensive financial planning, impact investing, and philanthropic giving.

My work is grounded in a deep consideration of equity issues and a firm commitment to progressive causes. I’m eager to serve individuals and families who want to be part of shaping a better world for all.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Chartered Advisor in Philanthropy (CAP)

Affiliations

  • National Association of Personal Financial Advisors

Primary Location

Portland, Oregon

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Flat Fee

What to expect in the first meeting

Click the 'Book Intro Call' button to schedule an introductory conversation. We’ll begin with an initial call to kick off the conversation, answer your questions and see if we’re a fit for a long-term partnership. Next, we’ll schedule a longer call to explore what working together would really look like. From there, we’ll craft a personalized engagement to meet your needs.

Offers Investment Management

Yes

About our Firm

Sunnybranch Wealth is an independent, fee-only firm that works with clients who want to deepen their impact in the world through every aspect of their finances.

I believe the privilege of holding wealth confers a responsibility to give back and an obligation to investigate how we can create meaningful change in the world. I founded Sunnybranch based on this principle, with the goal to help individuals and families plan for the future, grow their wealth, and become agents of change through impact investing and philanthropic giving.

Get help managing an inheritance or planning for one that may be decades in the future.

Inheriting wealth can be a difficult, confusing, and emotional process. While navigating a web of grief, complicated emotions, and family dynamics after the loss of a loved one, you also need to become an overnight expert on

🔹Probate
🔹Estate settlement
🔹Wills and trusts
🔹Inheritance taxes, estate taxes, and capital gains taxes

The inheritance process doesn’t have to be this hard.

I help inheritors and future inheritors build wealth and define a legacy of positive impact and giving back.

I work with Gen X, Millennial, and Gen Z clients who have inherited wealth, are currently navigating an estate settlement, or expect to inherit wealth years in the future, feel confident in building a long-term financial plan for their inheritance.

Sunnybranch is a space for anyone who feels like the traditional financial advice industry isn’t for them. You might want to give all your money away or build a legacy that doesn’t involve a partner or children. Maybe you’re just tired of men telling you what to do with your money. However you show up, I’ll help you build your plan to manage, grow, and share your inheritance.

I provide comprehensive financial planning, social impact investing, and charitable giving plans to help you create a values-driven approach to managing your wealth.

Education

Barnard College B.A., Political Science

Hobbies and Interests

  • Family

Who We Serve

  • Gen X
  • Gen Y / Millennials
  • Gen Z

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.