Kathleen Davis, CFP®, Wealth Manager

Kathleen serves as a Wealth Manager, working directly with clients to develop and implement comprehensive financial plans to help meet their most complex goals and financial needs. Her in-depth approach addresses wealth management issues in the areas of retirement planning, investment management, tax, estate planning, insurance, college planning and charitable giving.

Prior to joining Creative Planning, Kathleen worked for a large nationwide planning firm serving high net worth clients. She has developed an in-depth knowledge and passion for serving individuals with their comprehensive wealth management needs.

Kathleen received her Bachelor of Accounting degree from the University of Maryland University College and is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.

Kathleen is a native San Diegan and enjoys staying active with her daughter Kristin by spending her free time doing yoga, working out, hiking, running half marathons, snowboarding and traveling.

(858) 369-5349

[email protected]

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