Kate Phillips, Financial Advisor located in Scotts Valley, CA

Financial Advisor
Kate Phillips

221 Mount Hermon Rd, Suite F, Scotts Valley, CA 95066opens in a new window
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

Focus Areas

  • Portfolio Reviews
  • Retirement Savings Strategies
  • College Savings
  • Women Investors
  • Navigating Loss of Spouse
  • Divorce Finances

Personal Interests

  • Home Improvement
  • Sports Enthusiast
  • Football
  • Real Estate
  • Architecture

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(831) 621-7370

Fax

(877) 479-2105

Office Address

221 Mount Hermon Rd
Suite F
Scotts Valley, CA 95066opens in a new window

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