Chesapeake Financial Planning

Chesapeake Financial Planning, located in Annapolis, MD, is represented by Katelyn M. Fisher, FPQP®. Katelyn has a background in financial planning, having worked at various financial institutions since 2013. She currently serves as an Operations Manager and Investment Advisor Representative at Bay Financial Planning and Tax Services, d/b/a Chesapeake Financial Planning. Katelyn holds the FINANCIAL PARAPLANNER QUALIFIED PROFESSIONAL™ (FPQP®) certification, demonstrating her expertise in financial planning. Katelyn is not associated with any legal or disciplinary events that could impact her services. As a Registered Representative of J.W. Cole Financial, she may recommend securities offered by the company, potentially receiving commissions in addition to advisory fees. Clients should be aware of this conflict of interest. Katelyn also spends a portion of her time at Intercoastal Wealth Planning, LLC. Clients of Chesapeake Financial Planning can contact Elizabeth M. Bennett for supervision and compliance matters. Katelyn has not faced any liabilities or bankruptcy petitions in her professional career.