Kate Seastone, MBA, CAP, RFP

 

Kate Seastone, MBA, CAP, RFP
Simplicit Financial
T: 602.284.5757
kate@SimplicitFinancial.com

 

Kate is a trusted advisor who helps her clients to create economic confidence while simplifying their financial lives. Her approach is holistic and uses a guided educational process to create their masterpiece financial life. She then assists in the implementation, monitoring and continual improvement as life develops. A frequent presenter, Kate enjoys the peace of mind she provides her clients.

 

Background: Kate began her career in the technology field as a computer programmer but quickly found her passion to be in creating optimal performance. Ms Seastone worked for several years as a specialist in turning around the performance of companies and helping them to put in place higher quality and customer focused processes. Her roles involved companies such as GTE Communications, Bearing Point (KPMG Peat Marwick), EDS, Ingram Micro, Pearson, Mercedes, Medtronic, and others.

 

In search for a use of her talents and desire to have a deeper direct relationship with the people she worked with, five years ago Kate began assisting people with turning around their financial lives and she hasn't looked back.
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Activities: Ms Seastone is an actively involved with Gabriel's Angels, the John C Lincoln Guild, Central Phoenix Women, the Desert Botanical Planned Giving committee, The Valley of the Sun YMCA Heritage Club and Jumping Chollas (dog agility).

 

Licensing: Ms. Seastone holds the licenses for and is accredited as an Investment Advisor Representative, a Registered Representative, a licensed Life and Disability Insurance professional, a Registered Financial Planner (RFP) and a Chartered Advisor in Philanthropy (CAP). She is currently a candidate for her Certified Financial Planner (CFP) designation.

 

 

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