Welcome! I am a proud mother, divorcee, recreational snowboarder and hockey player, and financial advisor that believes everyone deserves the right to financial dignity.
Over the last few years, more investors and families have begun to manage their finances and investments on their own. While DIY investing has become easier, proper financial strategizing has not.
As a divorcee, I have experienced the feeling of vulnerability from never being exposed to financial education and not understanding investing. After making my own mistakes, I interviewed multiple advisors but remained frustrated as I still wasn’t educated or included throughout the advising process. So, I took it upon myself to learn investing and eventually joined Edward jones to make a career out of better educating and helping others.
Today, a vast majority of investors fail to develop a strategy and establish goals, often succumb to market psychology — investing emotionally, contributing inconsistently and struggling to properly optimize and diversify their portfolio. As a result, they may experience greater levels of vulnerability and stress throughout life and end up working more years than necessary before retirement.
It is now my mission to help families, women and divorcees maximize their comfort level, focus on what’s important to them and eliminate unnecessary stressors by developing a tangible financial strategy that accounts for life changes and the market's ups and downs.
As your financial advisor, my focus is to allow you to enjoy today with the confidence that you will achieve the financial future that you envision for yourself and your family.
If you are an investor that is committed to a building a better future or a divorcee looking for an experienced professional backed by a company with a century of experience, email me or just send a message request – I look forward to speaking with you.
- Divorce Finances
- LGBT Finances
- New Investors
- Socially Conscious Investing
- Retirement Savings Strategies
- Wealth Strategies
My Personal Interests
- Social Responsibility
- Spending Time with Family
Phone NumberKathryn M Holland at (510) 522-2790
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