Katy Conser, Financial Advisor

FINANCIAL ADVISOR
Katy Conser

CFP®
3609 Ocean Ranch Blvd, Suite 180, Oceanside, CA 92056opens in a new window
Client by Referral
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Corporate Executives
  • LGBTQ+ Finances
  • Intergenerational Planning
  • Charitable Giving

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Personal Interests

  • Spending Time with Family
  • Reading
  • Cooking
  • Sustainability
  • Volunteering

Team Members

  • Melba Dolphin
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(760) 429-7099

Fax

(844) 870-6480

Office Address

3609 Ocean Ranch Blvd
Suite 180
Oceanside, CA 92056opens in a new window

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