With over 25 years of both private banking and investment management experience, Kathy has become a trusted financial partner in Southern California. Working directly with her high-net worth clients and their businesses, Kathy crafts personalized financial solutions which include sophisticated lending strategies, trust and estate planning, and private banking products. She has a multi-faceted approach in protecting and growing her clients’ assets to set their future up for financial success. Helping her clients and their families thrive will always be the best part of her job.
For years, Kathy has called Veronica Rubio her right-hand woman. The partnership they’ve created has proven invaluable to their clients in the San Diego area. Throughout her career she’s been active in her community, volunteering for Junior Achievement, The North Coast Repertory Theater, Rotary, and women’s groups through her church. She’s been married to her husband for 33 years and they have two children and expect a granddaughter any minute. She loves to golf, ski, and relax with a good glass of wine.
Check the background of this investment professional on FINRA’s BrokerCheck.
CA Insurance License #0B68180