Broker Check

Kate Moseley, CDFA®, FPQP™ works in our Financial Planning office near Atlanta.

Kate made her way down South by way of Illinois! She has always been a hard-worker working three jobs in college to help pay her way through school. She graduated from the University of Illinois with a bachelor's degree in liberal arts and sciences, transitioning to HR work in recruitment and benefits management. 

Her experience equipped her with the ability to walk our clients through the onslaught of questions that come with pre-retirement planning. She asks the right questions to help create a plan that meets clients' financial needs, goals, and lifestyle.

Kate is truly a planner at heart and keeps her calendar full but she enjoys watching movies with her husband Seth (a Marine veteran) and two active teenage daughters Emma and Lyla.

Her passion is...

To help divorcees, widows, and inheritors.

When you face a huge life change like a divorce or the loss of a spouse, it is easy to feel lost. You may feel alone; but Kate can be the calming person working on your behalf during these anxious times. Your work together side-by-side will allow you to recognize your new financial identity so that you have fewer money regrets in the future. Her partnership will help guide you through this emotional and financial transition. She gets excited to help people develop a plan of what their new life can look like. It is time to dream again!

Her philanthropic interests are...

Susan G Komen, Breast Cancer

GLAAD

Never Alone

Exams & Certifications

  • Certified Divorce Financial Analyst® Certification
  • The Series 6 Investment Company and Variable Contracts Products Representative Qualification Exam
  • The Series 65 Uniform Investment Adviser Law Exam
  • The Life, Accident & Sickness Certification

Schedule a 15-minute "Get to Know You" Call with Kate: