Katie Iwata
Tulsa
Katie brings over a decade of experience in the financial industry and leverages all the knowledge and expertise BOK Financial offers. She believes in a problem-solving approach to help clients craft customized retirement and wealth management plans that help prepare them for the unexpected and effectively plan for the future.
She holds a bachelor of arts degree in journalism from Oklahoma State University in Stillwater, Oklahoma.
In her free time, she loves to practice yoga, watch live music, and spend time outdoors with her three daughters. She is also a Monte Cassino Parent Teacher Organization member and volunteers with Junior Achievement to deliver financial education to younger generations.
Katie wants her clients to know she is passionate about providing holistic advice, whether they are growing their wealth or preparing for retirement.
Katie Iwata
Senior Financial Advisor CRD#: 5917711BrokerCheck: Check the background of this firm on FINRA's BrokerCheck
Client Relationship Summary: Learn more about the services we provide to retail investors.
Articles and Resources
Not time to say goodbye to inflation and higher rates just yet
Inflation may remain above Fed’s 2% target until 2027
Inflation still a Scrooge this holiday season
Consumers’ inflation-adjusted spending remains below pre-pandemic levels
Unemployment creeping up—but labor market still strong
Strong job numbers may mean slower Fed rate cuts