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Home » Board of Directors
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PIA Director & Financial Advisor
900 Colusa Avenue Ste 201
Berkeley, CA 94707 (map)
(510) 528-5820
E-mail: kate@protectedinvestors.com
Website: www.northberkeleyinvestment.com
Kate is a CERTIFIED FINANCIAL PLANNER™ and has fourteen years of experience providing financial planning, investment advice, and investment management for individuals and families. Between 1994 and 2005, Kate built a financial planning and investment management practice, and in 2005 she and Sue Reinhold founded North Berkeley Investment Partners.
Since 1994, Kate has been a registered representative with and a shareholder of Protected Investors of America, an independent, Associate-owned securities brokerage firm. From 1994 to 2001, Kate also served as CFO and then President of Protected Investors of America.
Kate has taken an active role on committees of the National Association of Securities Dealers (now FINRA) in the areas of development of policy and regulations, and has served on securities industry disciplinary panels. Kate is a member of the San Francisco chapter of the Financial Planning Association, and the Social Investment Forum, a national network of investment professionals who work in the area of socially responsible investing.
Kate received her A.B. in Chinese Language and Culture from Dartmouth College and an M.A. in Anthropology from the University of California at Berkeley. Kate grew up in Lafayette, and now lives in North Berkeley with her spouse, Jennifer, and their six-year old son and nine-year old daughter. Kate enjoys hiking, reading, and time with her family.
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Protected Investors of America, Inc. is an SEC registered Investment Advisor and a Member of FINRA , SIPC, and MSRB.
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