Kate EilandFirst Vice President - Investment Officer
After leaving the world of collegiate athletics as a NCAA Division 1 softball pitcher for the University of Michigan, Kate Eiland began her career as an investment analyst in Chicago with Prudential Capital Group. Kate moved home to the Central Valley in 2003 and since then, Kate has enjoyed a career on the retail side of finance working with families, individuals and business owners to navigate the convoluted world of investments and plan for a comfortable retirement. Series 7, 66, 9 and 10 registered, Kate is also a Chartered Retirement Planning Counselor (CRPC ®) and Accredited Domestic Partner Advisor (ADPA ®), in addition to holding insurance and long term care licensing (CA Insurance Lic # 0E63079).
She is actively involved in her community, working as an Advisory Board member for the Fresno Grizzlies baseball team and the Treasurer of the Downtown Fresno Foundation. You can listen to Kate on the radio as a regular contributor on The Chris Daniel show. In 2017, Kate was named one of America’s Top Next Generation Wealth Advisors* by Forbes and a Top Woman Wealth Adviser by Working Mother*. Kate is married with two adorable and fearless daughters, is an avid fitness buff and loves football!
*Ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.