550 Silver Spur Road
Rolling Hills Estates,
Senior Client Associate
CONTACT:firstname.lastname@example.org DIRECT310-272-5871 FAX
EDUCATION:– California State University, Long Beach
LICENSE(S):Series 7, 63 & 66CA Insurance License: 0C93093
REGISTERED TO DO BUSINESS IN:CA
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.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
At Arise Private Wealth we value your unique attributes and are dedicated to guiding you through your financial journey.
550 Silver Spur Road, Suite 350
Rolling Hills Estates, CA 90275
(310) 270-9033 DIRECT
(310) 272-5871 FAX
(800) 934-4903 TOLL FREE
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