Kate King Email & Phone Number
Owner and Founder, Certified Financial Planner @ The KFK Group
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Kate King Location
- Irvine, CA, US
Kate King Work
- 2010 -now Owner and Founder, Certified Financial Planner @
- 2003 -2010 Financial Advisor, Certified Financial Planner @
- 1998 -2001 Analyst @
Kate King Education
- American College of Education
Certified Financial Planner Certification (Financial Planning)
2004-2006 - University of California, Berkeley
B.S. (Environmental Economics, Minor in Statistics, Minor in English)
1994-1998 - MIra Costa High School 1990-1994
Kate King Skills
- Leadership
- Sales
- College Savings Plans
- Licensed Life Insurance Agent
- Strategy
- Project Planning
- Retirement Planning
- Personal Financial Planning
- Mutual Funds
- Alternative Investments
- Series 63
- Portfolio Management
- Investments
- Finance
- Investment Advisory
- Strategic Planning
- Financial Services
- Wealth Management
- Life Insurance
- FINRA
- Asset Management
- Marketing
- Certified Financial Planner
- Series 7
- Securities
- Customer Service
- Banking
- Editing
- Microsoft Excel
- Microsoft Word
- Outlook
- Project Management
- Training
- Microsoft Office
Kate King Summary
- Kate King, based in Irvine, CA, US, is currently a Owner and Founder, Certified Financial Planner at The KFK Group. Kate King brings experience from previous roles at Morgan Stanley Smith Barney and Sun Microsystems. Kate King holds a 2004 - 2006 Certified Financial Planner Certification in Financial Planning @ American College of Education. With a robust skill set that includes Leadership, Sales, College Savings Plans, Licensed Life Insurance Agent, Strategy and more. Kate King has 2 emails and 1 mobile phone numbers on RocketReach.
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