Kate Seastone

Financial Coach

Since 2004, Kate Seastone has been working in Simplicit Financial. Kate Seastone is a proficient Financial Coach with over nine years of work experience. According to Kate's CV and work profile, this professional has worked at more than five places with diverse backgrounds and got various skills. Kate attended school at the Certified Financial Planner Board of Standards from 2008 to 2009. Kate has professional certification in Certified Financial Planner® and Infinite Banking Concepts Authorized Practitioner. Kate can be found in Scottsdale, Arizona – where this professional is currently located. You can search for their phone number and email. We can also provide you exhaustive contact information upon request.
Name variants:
Catherine Seastone, Katherine Seastone

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Contact Information

Last Update
Jul 11, 2022
Email
ka**@simplicitfinancial.com
Location
Scottsdale, AZ

Workplace

Financial Coach

Phoenix, AZ

Industry

Financial Services

Work History

Financial Coach

Provide educational consulting services to help clients create their Financial Masterpiece Life! Specialist in Infinite Banking & Bank On Yourself concepts.
from 2004

Director

2003 — 2004

Partner

2000 — 2003

COO

1997 — 2000

Manager - Consulting; ISO 9000

1995 — 1997

Occupations

-Skip list
Trainer
Sport Trainer
Sports Trainer
Accountant
Finance and Accounting Specialist
Executive
Director
Sports Trainers
Accounting Bookkeeper
Bookkeeper
Operations Manager

Skills

Retirement
Retirement Planning
Small Business
Fixed Annuities
Financial Advisory
Certified Financial Planner
Financial Planners
Finance
Wealth
Estate Planning
Iras
Long Term Care
Insurance
401K
Wealth Management
Term Life Insurance
Mutual Funds
Life Insurance
Wealth Management Services
Variable Annuities
Personal Finance
Strategic Financial Planning
Financial Analysis
Investment Strategies
Investment Advisory
Long Term Care Insurance
Disability Insurance
Securities
Series 63
Financial Planning
Certified College Planning Relief Specialist
Whole Life
Certified College Advisor
Master Mentor Circle of Wealth
Infinite Banking Registered Agent

FAQs about Kate Seastone

What's the profession of Kate Seastone?

This professional's job is Financial Coach

What jobs is Kate Seastone proficient at at?

Kate is proficient at such jobs as -Skip list and Trainer.

Where is Kate Seastone currently located?

Kate Seastone is currently located in Scottsdale, Arizona.

What is the professional's email?

The professional's email is ka**@simplicitfinancial.com.

How many companies did Kate Seastone work at?

The professional worked at five jobs.

Does Kate Seastone have personal website or blog?

Kate Seastone`s website is http://www.SimplicitFinancial.com and http://www.my-banks.com.

What education does Kate Seastone have?

Kate studied at the Certified Financial Planner Board of Standards from 2008 to 2009.

Are there any professional certifications Kate Seastone has?

This expert received the following certifications: Certified Financial Planner®, Infinite Banking Concepts Authorized Practitioner, College Funding Advisor, and College Planning Relief Specialist®.
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