Kate Lafleur

About Kate Lafleur

Day to day, I partner with clients to build retirement strategies, navigate investments, and create long-term financial security for themselves and their families. I believe great financial planning is fundamentally about relationships — listening deeply, thinking long-term, and genuinely caring about the people across from you.What makes me a little different: I spent 10+ years as a Senior Technical Recruiter specializing in AI, machine learning, and software engineering talent at companies like Uber and Convoy. That background gave me a rare fluency in technology, systems thinking, and the kind of analytical rigor that translates directly into smart financial strategy.Outside of work, my husband and I are makers — woodworking, Raspberry Pi projects, drones, autonomous vehicles. If it can be built or understood, we want in.Whether I\'m advising a client on their financial future or geeking out over robotics and AI — the throughline is always the same: curiosity, care, and a love for helping people build something that lasts.

Experience

1. Financial Advisor

   Northwestern Mutual

   Jul 2025 — Present · Lake Oswego, OR, US

   Everyone can use an accountability partner. Similar to a physical fitness trainer, our team can show you ways to get financially fit, help you envision your ideal future, and hold you accountable for creating the habits necessary to achieve your financial goals. We believe planning for your future is the first step, but planning without execution is nothing. Our team will collaborate with you to create a unique, customized financial plan for your individual goals.We know the right questions to ask and formulate unique recommendations based on your specific needs. Our team takes pride in educating our clients on the choices available and explaining our strategies. We\'re here to work with you to implement your plan, with the goal of providing you peace of mind and more time to spend doing the things you enjoy.Key areas of focus include- Educating clients on foundational financial concepts to help them understand the basis of my recommendations- Basic budgeting and cash flow analysis- Developing an investment strategy aligned with your risk tolerance and time horizon- Understanding retirement objectives and evaluating your current path- Reviewing employee benefits to ensure clients have adequate protection in place- Implementing tax mitigation strategies to reduce long-term tax impact I love meeting new people—feel free to reach out via DM or email me at K••••••••@NM.comMy TEAM:

Education

• Sonoma State University

  Bachelor of Arts, English Language and Literature/Letters

  2008 — 2012

Skills

• Permanent Placement
• Strategy
• Team Leadership
• Erp
• Benefits Negotiation
• Talent Acquisition
• Social Media
• Start-Ups
• Screening Resumes
• Business Intelligence
• Training
• New Business Development
• Enterprise Software
• Contract Recruitment
• Screening
• Sales
• Cold Calling
• Recruiting
• Interviews
• Recruitment Advertising
• Social Networking
• Temporary Staffing
• Paas
• Sales Process
• Account Management
• Team Building
• Management
• Crm
• Sourcing
• Lead Generation
• Vendor Management
• Temporary Placement
• Staffing Services
• Human Resources
• Marketing
• Analytics
• Public Relations
• Force.com
• Salesforce.com
• Applicant Tracking Systems