Katy Conser, Financial Advisor located in Oceanside, CA

Financial Advisor
Katy Conser

CFP®
3609 Ocean Ranch Blvd, Suite 180, Oceanside, CA 92056opens in a new window
Client by Referral
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Intergenerational Planning
  • Charitable Giving
  • Inheritance Guidance

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

Personal Interests

  • Spending Time with Family
  • Traveling
  • Reading
  • Camping
  • Volunteering

Team Members

  • Melba Dolphin
    Sr. Branch Office Administrator
    FPQP®

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 - 12:30PM
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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