Kathleen Kathy Knight
Financial Advisor. I enjoy working with my clients to help them achieve their goals. Seeing them feel confident that their money will not run out before they do brings me satisfaction.
- Role
- Financial Services Professional at NYLIFE Securities LLC
- Location
- Orange County, CA, US
- LinkedIn followers
- 500 followers
About Kathleen Kathy Knight
With over 20 years of experience helping hundreds of individuals and families protect what\'s most important to them.family. Having lost my husband of 37 years to Frontal Temporal Dementia, I realized how important it is to have your assets protected. His cost of care was astronomical. Unfortunately, he was never approved for long term care insurance. I am passionate about helping people build and protect their businesses, assets, and family legacy while growing their assets. It also brings me great joy to see my clients achieve all of their financial dreams and goals.In addition to spending time with my 3 adult children and 3 grandchildren, I have dogs I love. When not hiking, playing Pickleball, reading, working out, camping, snorkeling or spending time with friends & family, I spend time volunteering for various organizations including Boys & Girls Club of Huntington Valley, Wagin Trails, & Tee it Up for the Troops and Kiwanis of Huntington Beach.Let\'s connect and start a conversation. Give me a call at 71••••••18 or email me at k•••••••@ft.newyorklife.com“Any testimonial or endorsement shown is based on an individual’s experience and may not be representative of the experience of other individuals or customers; is no guarantee of future performance or success. No direct or indirect payment or other compensation is provided to any person for a testimonial or endorsement appearing here.”
Experience
Financial Services Professional
Jul 2016 — Present
Registered Representative offering securities products and services through NYLIFE Securities LLC, Member/FINRA/SIPC, A Licensed Insurance Agency.In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC,(Member FINRA/SIPC), A Licensed Insurance Agency. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.I am not licensed in all jurisdictions.My California License number is 0••••••••@ft.newyorklife.com71••••••81
Skills
- Management
- Loans
- Leadership
- Insurance
- Strategic Planning
- Investments
- State of California Insurance License 0e33539
- Customer Service
- Banking
- Mutual Funds
- Finance
- Mortgage Lending
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