CA Insurance License No. 0E74221
Kate is a Certified Financial Planner practitioner™, Accredited Investment Fiduciary AIF®, Accredited Domestic Partnership Advisor ADPA and partner in Financial Focus LLC.
Kate brings a diverse background in the financial services industry and a passion for financial planning to her client relationships. Her approach to financial planning and investment management focuses on developing collaborative client relationships. Kate strives to design and implement a plan and investment mix tailored to help her clients achieve their goals.
Kate resides in Oceanside with her husband, Jason, and two dogs. She enjoys cycling and cooking in her spare time.
- BS Degree – Animal Science and Business Management – UC Davis, Davis, CA
- Certified Financial Planner practitioner CFP® – College For Financial Planning, Denver, CO
- Accredited Domestic Partnership Advisor – College For Financial Planning, Denver, CO
- Insurance Licensed – Insurance and Annuities
- Registered Representative – Securities America
Securities offered through Securities America, Inc, Member FINRA/SIPC. Advisory services offered through Financial Focus LLC. Financial Focus LLC and Securities America are not affiliated.