Kate is passionate about all aspects of wealth management including research, portfolio management, and retirement and financial planning. She works alongside Kurt in ensuring our clients receive exemplary service for their financial planning needs. Kate joined Blakely Financial Services in 2016 after working as an investment accountant for a global investment management firm.
She received her Bachelor of Science Degree in Business Administration with a concentration in Finance from California State University, Chico. She has both her Series 7 (held with LPL Financial) and Series 66 (held with LPL and Blakely FInancial Services) licenses.
When Kate is not in the office you can find her boating on the delta, going to the beach, or making fresh homemade pizza with her family in the backyard.