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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Sumner is an investment advisor representative with Abacus Wealth Partners in Santa Monica, California. Katherine has been working in the financial services industry since 2020. Katherine holds a Series 65 license and is a Certified Financial Planner. Katherine is a member of the California and North Carolina Investment Advisers Boards. Katherine is dedicated to helping her clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
07/10/2023 - Present
Abacus Wealth Partners (SANTA MONICA CA)
IA
Issued 07/26/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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