Kathleen Talamayan

Financial Planning Coordinator

Paraplanner / Financial Planning Coordinator

Bachelor of Science, Finance

Kathleen assists the team by preparing the initial stages in creating financial plans. She provides administrative assistance regarding the Personal Financial Website as well as supportive services to the advisors. Kathleen recently graduated from San Diego State University with a degree in Finance and is eager to continue learning in the Financial Services industry.

In her free time, Kathleen enjoys working out and practicing yoga.