Kate Somerville, Financial Advisor located in Mesa, AZ

Financial Advisor
Kate Somerville

CEPA®
2919 S Ellsworth Rd Ste 129, Mesa, AZ 85212opens in a new window
CallSend Me a Message

Focus Areas

  • Employee Stock Options
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Intergenerational Planning
  • Divorce Finances
  • Navigating Loss of Spouse

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Yoga
  • Golfing
  • Hiking
  • Personal Fitness
  • Health & Nutrition

Team Members

  • Betsy Alvarado
    Sr. Branch Office Administrator
  • Vinola Beitsargis
    Branch Office Administrator
  • Colleen Jones
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 02:00PM
Sat Closed
Sun Closed

Phone

(602) 807-6617

Fax

(844) 784-7296

Office Address

2919 S Ellsworth Rd Ste 129
Mesa, AZ 85212opens in a new window

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