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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathryn? Claim Your ProfileKathryn Louise Peyton is a financial advisor who holds the Series 65 license and the Certified Financial Planner designation. She is registered with the state of California as an Investment Advisor Representative. Kathryn has worked in the financial services industry since 2015. She is currently employed by Abacus Wealth Partners and previously worked at Sonoma Academy and as a self-employed financial advisor. Kathryn works with a variety of clients including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and individuals other than high-net-worth. The advisor provides services like financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.
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
01/01/2025 - Present
Abacus Wealth Partners (SANTA MONICA CA)
IA
Issued 10/24/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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