Vice President, Investment Advice
Kathleen is first generation Filipino-American. As the oldest daughter of immigrants who came to the United States from the Philippines, she firmly believes that everyone should have access to great investment resources, regardless of their financial background. Kathleen’s goal is to give Rebalance clients the opportunity to invest with confidence, knowing that their assets will continue to work for them.
Kathleen has over ten years of experience in the financial sector and began her career in the institutional investment space, working with State Street Bank and later with BlackRock. She most recently worked in the ultra-high net worth wealth management industry with Tiedemann Wealth Management (previously The Presidio Group). Kathleen holds a Series 65 securities license, and thanks to her diverse background in the finance realm, has a unique set of problem solving skills that she uses to help everyday investors achieve their financial goals. She received a B.A. from the University of California at Davis.
When she is not focused on helping clients, Kathleen is a travel and barre enthusiast who enjoys scuba diving, trying new restaurants, and spending quality time with her husband and their young daughter visiting their local zoos, museums and parks.