Kate Kennedy, CFP
Cerity Partners
Certified Financial Planner in Costa Mesa, CA
Address:3200 Bristol St, Suite 500
Costa Mesa, CA 92626
About Kate Kennedy
Kate Kennedy is a financial professional at Cerity Partners located in Costa Mesa, California. Kate Kennedy holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Kate Kennedy provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Kate Kennedy3200 Bristol St, Suite 500
Costa Mesa, CA 92626
Phone Number:
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Website:
http://www.ceritypartners.com
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