Kate Davalos,

I am so grateful for the opportunity to follow in my mother’s professional footsteps and share her commitment in guiding our clients toward financial confidence. Like her, I have earned the CERTIFIED FINANCIAL PLANNER^™ professional certification, which I maintain by meeting strict experience requirements and persistently completing rigorous financial planning courses. Prior to entering the financial services industry, I earned a degree in English literature and women’s studies from the University of California at Davis, and am a member of the UC Davis Alumni Association.

I share my mother’s passion for social causes, and regularly volunteer at Second Harvest Food Bank and support the YWCA of Silicon Valley. When I’m not in the office, I make time to enjoy the outdoors, learn new recipes, and attend live music and sporting events. I am also an avid soccer fan and a lifelong supporter of the San Jose Earthquakes (you can find me at each of their home games!).

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^™,   and   in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.