Kate is a Certified Financial Planner® Professional and became President of Gregory Advisors Incorporated when her husband Ted the firm's founder passed away. She was honored to work for and with him for 17 years. Her goal is to carry on Ted's legacy by helping their clients and clients' family members create their best possible futures through the creation of a financial plan tied to their unique dreams and goals. Kate graduated with honors from Indiana University, Bloomington, Indiana with a degree in business administration. She is also an investment advisor representative of Gregory Advisors Incorporated, registered investment advisor. She resides in Huntington Beach and serves clients throughout the United States.
CFP® and Certified Financial Planner® are federally registered marks of the Certified Financial Planner Board of Standards, Inc.