1917 Palomar Oaks Way, Suite 130 - Carlsbad, CA - 92008 760.431.3040

Kate is a Certified Financial Planner practitioner™ 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 with her husband, Jason, and two dogs. She enjoys cycling, hiking and cooking in her spare time. Kate serves on the planned giving Board for the La Jolla Institute of Immunology and is active in several animal rescue organizations.

Credentials

  • BS Degree — Animal Science and Business Management — UC Davis, Davis, CA
  • Certified Financial Planner practitioner CFP® — College For Financial Planning, Denver, CO
  • Insurance Licensed - Insurance and Annuities - CA Insurance License#: 0E74221
  • Registered Representative and Principal – Securities America, Inc.