Broker Check
Kate Moseley, CDFA®, FPQP™

Kate Moseley, CDFA®, FPQP™

Financial Advisor

Kate works in our Financial Planning office in Woodstock, GA!

“I was born to be an interviewer! I worked three jobs through college, including one at a State Attorney’s office and another at a local newspaper. Asking questions and learning about what makes people tick is a skill I honed during my 20 years working in Human Resources with recruitment and benefits management. I am committed to walking you through the onslaught of retirement planning inquiries that will certainly come up as you look for a plan that meets your lifestyle needs. By asking the right questions, I get a clearer picture of what your needs and desires are so that I can incorporate them into your plan.”

Kate Moseley CDFA® graduated from the University of Illinois with a bachelor’s degree in liberal arts and sciences and took the Series 6 investment Company and Variable Contracts Products Representative Qualification Examination, Series 65 Uniform Investment Adviser Law Examination and the Life, Accident & Sickness certification. She also completed the Financial Paraplanner Qualified Professional™ course through the College for Financial Planning and passed the required exam.

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

Loves Working With:

Divorcees, Widows, and Domestic Partners