× Search

Our Firm

Our goal is for our client’s money to work as hard as they do in providing for their family’s future. We strive to be long-term partners, discussing overall financial health on a regular basis and offering advice where needed. 

We focus on overall financial health. In order to achieve this, we manage our client’s entire portfolio with this in mind. We are available to discuss any other financial questions during our monthly conversations. By helping clients navigate the financial decisions in their lives we believe we can help them keep their capital working for them.  We are a sounding board and often help make non-emotional financial decisions. Education is important to us and we welcome questions during our calls and at our seminars.


Sue Katz

Sue Katz was a Finance Executive with 20 years of experience in diverse industries including manufacturing, financial services, insurance and high tech companies. Her most recent executive position was Global Finance Director for a billion dollar corporation.

Several times in the past 40 years Sue has worked in the financial business as an advisor and doing securities research. In the mid-80s Sue obtained her securities licensing. In 2004, she completed the UBS training courses and additional licensing. Sue has an MBA in Finance with honors from the University of Wisconsin.

206-941-7598  |


Amanda Klug

Having grown up surrounded by multiple generations of finance professionals, Amanda Klug has enjoyed her 5+ years in the industry. After completing her undergraduate degree in 2017, she passed her securities advisors exam and joined Katz Family Financial Advisors where she worked as a Financial Advisor and ran the research model. Amanda then co-founded Candid Financial with her mother, Sue Katz. Now, she oversees the investment research model and works directly with clients as a Financial Advisor.

In 2022, Amanda graduated with an MBA in Finance from Arizona State University, earning distinction for academic achievement. She has found that the investment process can be intimidating, especially to the younger generation, and she appreciates the opportunity to educate, simplify, and welcome new people into the world of finance.

425-351-2773 |

Terms Of UsePrivacy StatementCopyright 2023 by Candid Financial
Back To Top