KATE HEWELL

kate@hewellfinancial.com

Kate is a seasoned financial advisor with over 20 years of experience, specializing in comprehensive financial planning and investment management to help clients achieve their unique goals. As a CERTIFIED FINANCIAL PLANNER™ (CFP®), she crafts personalized strategies that balance long-term growth with individual financial aspirations, guiding clients through complex financial decisions with confidence and care.

In addition to her professional expertise, Kate is deeply committed to giving back to her community. She is actively involved in several animal welfare charities and currently serves on the Planned Giving Council for the La Jolla Institute for Immunology.

Outside of work, Kate enjoys spending time with her husband, their two dogs, and her horse. She is passionate about hiking, cooking, and reading, and believes in maintaining a balanced and fulfilling lifestyle. With her dedication to both her clients and community, Kate continues to make a positive impact both financially and philanthropically.

Credentials

BS Degree — Animal Science and Business Management — UC Davis, Davis, CA
Certified Financial Planner practitioner CFP® — College For Financial Planning, Denver, CO
Insurance Licensed - Insurance and Annuities - CA Insurance License#: 0E74221