Kate Lindell, Financial Advisor located in Stockton, CA

Financial Advisor
Kate Lindell

CFP®, ChFC®, AAMS®, CRPC™, CRPS™
834 West Benjamin Holt Drive, Lincoln Center South, Stockton, CA 95207opens in a new window
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Focus Areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Charitable Giving
  • Business Retirement Plans

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • ChFC®

    Chartered Financial Consultant®

  • AAMS®

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

  • CRPS™

    Chartered Retirement Plans Specialist™

Personal Interests

  • Active Lifestyle
  • Community Outreach
  • Wine Collecting/Enthusiast
  • Farming
  • Running

Team Members

  • Jennifer Thomas
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun By Appointment Only

Phone

(209) 477-1334

Fax

(877) 222-0228

Office Address

834 West Benjamin Holt Drive
Lincoln Center South
Stockton, CA 95207opens in a new window

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