Katie Buck, AIF®
Chief Executive Officer
Katie Buck serves as CEO and Principal of E.A. Buck Financial Services, where she leads the firm’s vision, operations, and nationwide growth strategy. Since stepping into the CEO role in 2018, Katie has guided E.A. Buck’s transformation from a single office in Hawaii into a national, multi-entity financial services enterprise serving clients across the country. Today, the firm proudly guides over one billion dollars in assets under management for the families it serves, placing E.A. Buck among the top 10 percent of Registered Investment Advisors in the investment services space.
Katie joined E.A. Buck in 2004 as a financial planner and has played an instrumental role in building the firm into a fully integrated organization. Under her direction, E.A. Buck has expanded through strategic growth and the addition of complementary businesses, including Achieve Retirement, delivering 401(k) and employer-sponsored retirement plan design, and fiduciary consulting services; E.A. Buck Accounting & Tax Services, providing tax preparation, business accounting, and payroll services; and Federal Benefits Made Simple, helping federal employees navigate retirement and employee benefits. Together, these organizations have earned recognition from Newsweek, WealthManagement.com, Pacific Business News, The Business Journals, the Associated Press, Yahoo! Finance, and MarketWatch for innovation, growth, and a client-first approach.
Katie’s leadership philosophy is rooted in a simple belief: financial planning should be accessible to everyone. She is passionate about helping individuals, families, business owners, and retirees navigate complex financial decisions through engagement, insights, tax-efficient planning, and personalized guidance. Holding a Bachelor of Science in Molecular, Cellular, and Developmental Biology, she brings an analytical, solutions-focused mindset to both business strategy and leadership. She has also been recognized by Hawaii Business Magazine as Hawaii’s top wahine in financial services and is passionate about mentoring the next generation of leaders.
As she often says, “E.A. Buck is where legacy meets opportunity,” reflecting the firm’s commitment to honoring its history while continually evolving to better serve clients across the country. Katie and her husband, Jeff, are proud parents of seven children and continue to call HawaiÊ»i home, where E.A. Buck first planted its roots more than four decades ago.
The purpose of the Accredited Investment Fiduciary (AIF®) Designation is to assure that those responsible for managing or advising on investor assets have a fundamental understanding of the principles of fiduciary duty, the standards of conduct for acting as a fiduciary, and a process for carrying out fiduciary responsibility.