Working as a Relationship Manager at InvestEd Consulting, Kathy’s mission is to build and maintain relationships with clients and key personnel within our affiliated companies. She accomplishes this by interacting directly with clients to answer questions regarding their accounts and investments, managing move money requests, executing trades, opening new accounts, facilitating transfers, and attending client meetings. Kathy works to ensure that client needs are fulfilled effectively by liaising with internal departments at LPL Financial and Integrated Financial Partners. In addition, Kathy manages the technology arm of the practice utilizing the CRM for various functions such as creating new contact entries, updating existing contact information, tracking and responding to new tasks.
Kathy can be reached directly by our clients at (858) 230-9399.
Additionally, she can be reached via email at firstname.lastname@example.org
Kathy began her career in the financial services industry in 1995, working in various roles throughout many organizations and financial planning teams. Kathy’s wealth of knowledge across several different clearing platforms makes her a valuable asset to the team. She is meticulous in her work and has a strong sense of ethical responsibility in providing the highest level of service to clients and her fellow co-workers. She enjoys working directly with clients both on a professional and a personal level.
Outside of work, Kathy enjoys traveling and learning about different cultures; she has been to three World Cups and is an avid soccer fan. She loves photography and spending time with her husband Arturo and their three Boston Terriers, Reina, Zoe & Charlie Bear. This year, Kathy and Arturo welcomed a new member to their dog family; his name is Kobe and he is a French Bulldog.
She volunteers with her therapy dogs at various assisted living retirement homes and schools throughout San Diego. She also volunteers with Boston Buddies, Inc., a 501©3 nonprofit charitable corporation helping to rescue and rehome Boston Terriers throughout Southern California.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through InvestEd Consulting, a registered investment advisor. InvestEd Consulting, Integrated Financial Partners and LPL Financial are separate entities. CA Insurance Lic. #0F79880