Kate Brown, FPQP™

(Pronouns: she/her/hers)

As a Client Service Associate, Kate works side-by-side with Wealth Management Associates and Managers to process client requests. Our clients’ lives can be hectic and stressful; by executing the daily inflow of time sensitive tasks, Kate is able to provide our clients with worry-free solutions to some of their daily stressors.

Kate attended Santa Clara University where she earned a Bachelor of Science in Commerce. Prior to joining Coldstream, Kate worked as a Funding Assistant at Mortgage Express, LLC. Kate holds her FINRA Series 65 license. She looks forward to continuing her growth in the financial services industry.

Financial Paraplanner Qualified Professional™ and FPQP™ are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.

MOST TREASURED THING I OWN

My dog, Cricket! She brings me endless joy.

ONE PIECE OF ADVICE

Happiness is a state of mind, not a destination.

HOBBIES

In my free time, I love to bake, write, and take long walks with my dog. I also love hosting events for my friends and family!