Kate Seastone, MBA, CFP®
Kate Seastone is a Certified Financial Planner®, holds an MBA in business and has a host of other designations such as a certified College Planning Relief Specialist™, a certified College Advisor, a Chartered Advisor in Philanthropy® and a Certified Master Mentor to name a few.
Kate has the privilege of running a small independent financial services firm, Simplicit Financial, which specializes in Retirement Planning and College Funding. She also has a substantial practice as a life insurance specialist, assisting business owners and other advisors with proper implementation of Private Reserve Strategies; where clients are educated on the benefits of and how to set up their own personal/business ‘banking’ systems.
Kate started out her professional life like most in the industry, outside of financial services. Her initial career was as a software developer which quickly transformed into the area of improving the performance of high-tech companies. Ms. Seastone became a turn-around specialist. Although rewarding and providing the opportunity to work in multiple countries, Kate realized that her dream was to help families, to help them improve upon their personal and business financial lives. Along the way, Ms. Seastone dabbled in a couple of entrepreneurial pursuits; in fact, at one time she even owned a residential window cleaning company.
But who is she really? Kate is the mother of a beautiful 4½ year old girl named Austin as well as two Australian Sheppards named Maddie and Sage which perform in agility competitions with her. She grew up in the heart of Nebraska, moved out to Arizona shortly after receiving her undergraduate degree and has grown to love the desert.
If you want to talk kids, dogs, how to create tax-free retirement or become your own banker, Kate would be delighted to speak with you.