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. Candid Financial Advisors LLC is Sue’s newest venture in the financial industry.

206-941-7598  |  sue@candidfinancial.com

Amanda Klug

Amanda Klug studied both biomedical engineering and business at the University of Rochester. She earned a degree in Interdisciplinary Studies with concentrations in Business and Psychology from Arizona State University with a perfect GPA and passed the securities advisors exam. Amanda has grown up within the industry. She interned for Katz Family Financial Advisors multiple times before joining them in 2017, where she worked as a Financial Advisor and ran the research model. She then formed Candid Financial, with her mother, Sue Katz. Amanda oversees the research model and works with clients as a Financial Advisor.

We have found that the investment process can be intimidating to the younger generation, this is one area Amanda will be focusing on, through both educational seminars and investment advising.

425-351-2773 | amanda@candidfinancial.com