Kate Davalos is a second-generation financial advisor, proudly following in her mother’s footsteps. With a decade of experience in financial services, she is a CERTIFIED FINANCIAL PLANNER® CFP®, having earned her certification through the CFP Board of Standards, Inc. and maintaining it through rigorous experience and education requirements. Additionally, she completed the Chartered Retirement Planning Counselor, CRPC, designation through the College for Financial Planning. Passionate about longevity planning, Kate currently serves on Raymond James’s Longevity Advisory Board, where she offers valuable insights on initiatives that help support clients through all stages of life.
Kate’s approach to financial planning is rooted in the values of trust, integrity, and personalized service. She treats every client like family, building meaningful relationships that last. Whether helping individuals plan for retirement, navigate complex financial decisions, or focus on long-term well-being, Kate is dedicated to helping her clients achieve lasting financial confidence.
Fun Facts about Kate:
- Green is my favorite color! I always find myself drawn to forest green :)
- I love to travel and try to visit other countries when I can. I've been to Ireland, Portugal, Mexico, and South Korea so far!
- I'm an avid soccer fan and have season tickets for the San Jose Earthquakes. You can find me at the stadium with friends and family cheering on the Quakes!
- I have an "Abundancy" mindset: This means I believe that we can achieve the knowledge and have the resources available to achieve our goals, and feel excited and ready for action!
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James is not affiliated with the above organizations and/or charitable causes.