Katherine Navarro Martin
Investment adviser representative at Cahaba Wealth Management, Inc.
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Cahaba Wealth Management, Inc.Mar 2025 to now
- Morgan StanleyJul 2022 to Feb 2025
- Raymond James & Associates, Inc.Sep 2019 to Jun 2022
- Bbva Wealth Solutions, Inc.May 2018 to Sep 2019
- Bbva Securities Inc.May 2017 to Sep 2019
- Compass BankMay 2017 to Sep 2019
- UnemployedFeb 2017 to Apr 2017
- Triad Advisors, Inc.Sep 2015 to Jan 2017
- Meld FinancialAug 2015 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (AL).
Cahaba Wealth Management, Inc.
$2.1BAssets managed
892Clients
17Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6563534
- Firm CRD
- 151675