Katrin Hecht Bandhauer, MPA
Katrin Hecht Bandhauer, MPA, is an Insurance and Retirement Planning Associate for Financial Synergistics Group, Inc. Her responsibilities include directing proactive client communications, serving as a client liaison with strategic alliances, insurance and retirement planning, as well as being an existing small business owner coordinator for timely and seasonal planning opportunities.
With more than 30 years in financial planning, accounting, and business management experience, Katrin brings a broad range of knowledge in small business financial planning, investment planning, budgeting, municipal bond issuances, and employee benefit and retirement plans. She enjoys developing relationships and fostering engagement, advancement, and personal and professional growth.
With more than 30 years in financial planning, accounting, and business management experience, Katrin brings a broad range of knowledge in small business financial planning, investment planning, budgeting, municipal bond issuances, and employee benefit and retirement plans. She enjoys developing relationships and fostering engagement, advancement, and personal and professional growth.
“Translating complex financial concepts into understandable tactics
to help clients effectively move forward with their financial plans
provides me great professional and personal satisfaction."
to help clients effectively move forward with their financial plans
provides me great professional and personal satisfaction."
Prior to joining Financial Synergistics, Katrin served as Assistant Finance Director for the City of Orange County including being the department liaison for the city’s Emergency Operations Center coordinating and tracking any costs recoverable through FEMA certified disasters , in addition to serving as an instructor for the Orange Leadership Academy, the city’s mentorship and development program.
Katrin served as Director of Special Projects for Books On Tape, Inc., the pioneer of audiobook publishing, started by her parents in 1976, which sold to Random House, Inc. in 2001. This background gives Katrin a unique perspective in the intricacies and challenges of scaling and effective succession of a generational business.
A graduate of the University of Massachusetts at Amherst with a B.B.A. in Accounting and a minor in Information Systems, Katrin earned her Masters of Public Administration from Brandman University (now UMass Global) with an emphasis in Finance. She began her accounting career with Price Waterhouse, leaving as Audit Manager to take on roles as Investment Analyst, Budget Manager, and Controller in industries ranging from software design and advertising to government contracting.
Katrin and her husband Mark have been married for 35 years and are proud parents to son, Walter, a Chapman University graduate, and daughter, Lorien, University of Southern California. Katrin is an avid skier, gardener, and reader (listener) of books.
Katrin served as Director of Special Projects for Books On Tape, Inc., the pioneer of audiobook publishing, started by her parents in 1976, which sold to Random House, Inc. in 2001. This background gives Katrin a unique perspective in the intricacies and challenges of scaling and effective succession of a generational business.
A graduate of the University of Massachusetts at Amherst with a B.B.A. in Accounting and a minor in Information Systems, Katrin earned her Masters of Public Administration from Brandman University (now UMass Global) with an emphasis in Finance. She began her accounting career with Price Waterhouse, leaving as Audit Manager to take on roles as Investment Analyst, Budget Manager, and Controller in industries ranging from software design and advertising to government contracting.
Katrin and her husband Mark have been married for 35 years and are proud parents to son, Walter, a Chapman University graduate, and daughter, Lorien, University of Southern California. Katrin is an avid skier, gardener, and reader (listener) of books.
“I enjoy working with women who desire to have more
financial agility and knowledge for greater confidence
and stability as they near or enter retirement.”
financial agility and knowledge for greater confidence
and stability as they near or enter retirement.”
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