Kate Gregory, CFP<sup>&reg;</sup> - Financial Advisor

Kate Gregory, CFP®

Gregory Advisors Incorporated

7755 Center Ave, Suite 1100
Huntington Beach, CA 92647
(714) 372-2299 CONNECT WITH Kate
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General

Kate Gregory is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Gregory Advisors Incorporated in Huntington Beach, CA and the surrounding communities.

Financial Advisor Overview

For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming. That’s where my firm can assist. Whether you have significant assets to manage - or if you are just starting to accumulate wealth - we have the tools and background to provide the services that may fit your needs. Through the development of a financial plan tied to your unique goals and dreams we can help you achieve your best possible future.

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Financial Advisor Experience

I use my knowledge and experience as a financial advisor and Certified Financial Planner® at Gregory Advisors, Incorporated to help clients plan their best possible financial future. As a financial advisor, I empower my clients so they can achieve their dreams and goals. I believe that education and clarity about my clients’ financial needs, resources and options are vital in helping them to make prudent decisions about their futures. In addition to being a financial advisor and Certified Financial Planner®, I am also a Registered Investment Advisor.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: California
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Medical & Health Issues, Sudden Wealth, Special Needs, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources