Kate Kilpela
Financial Advisor
SIE, Series 7, 66 registrations
Licenses for life and health insurances
“The most rewarding part of financial advising is when we can educate our clients on investment strategies that are relatable to everyday life. For example, did you know that you can access your Roth IRA contributions at anytime, penalty-free? On the other hand, if you let those assets grow in your Roth IRA, you will have access to a tax free income account after age 59 ½ as long as you account has been open for 5 years.”
Kate joined the firm in October of 2020. With a background in tax and banking, financial planning was a natural next step. After several years of learning the industry under the advisors in our firm and passing numerous exams, she is now a licensed advisor. She specializes in retirement plans, tax planning, building relationships with existing clients and presenting our services to new ones. Our objective as a team is to build better outcomes, which can mean different things for different people, weather you are starting out as a new investor or you are nearing retirement, we work with you to create a plan that considers your goals and desired outcome.