Kathy Holcomb

Kathy Holcomb

Senior Client Associate

CONTACT:
kathy@arisepw.com
310-272-5778 DIRECT
310-272-5871 FAX

EDUCATION:
– California State University, Long Beach

LICENSE(S):
Series 7, 63 & 66
CA Insurance License: 0C93093

REGISTERED TO DO BUSINESS IN:
CA

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Kathy specializes in assisting clients with their life insurance needs, long-term care insurance, variable annuities, and estate investment planning strategies. She has been in the industry for nearly 30 years and prepares financial strategy reports for investment reviews.

Kathy holds a Bachelor of Arts degree from California State University, Long Beach, and she is a lifetime resident of San Pedro, CA, where she lives with her husband, Mitch. They have a son in high school and a daughter who recently graduated from the University of Texas in Austin, where she continues to work and reside there.

Our Services

We create strategies that are tailored to your needs and goals.

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Our Team

Years of experience have prepared us to guide you through your life transitions.

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