Kate Keller, CFP®
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 and her life and variable contracts insurance licenses through the State of California. She is also a CERTIFIED FINANCIAL PLANNER™ professional. The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.
Kate was born and raised in Stockton and has always been proud to call this city home. When she is not in the office you can find her boating on the delta, trying out new recipes at home, and trying to save every stray animal she comes across.