"As the world changes, it’s important to have a financial and investment strategy that can change with it."
Background and experience
After leaving the world of collegiate athletics as a NCAA Division I softball pitcher for the University of Michigan, Kate Eiland began her career as an investment banker in Chicago with Prudential Capital Group. Kate moved home to the Central Valley in 2003 and went to work with her dad, Bob, an industry veteran with a career in financial services that spanned more than 30 years. Since Kate left the world of corporate finance, she has enjoyed a career on the retail side of finance working with families, individuals and business owners to navigate the complex world of investments.
From 2017 to 2020 Kate was named one of The Top Next-Gen Wealth Advisors* by Forbes and a Top Wealth Advisor Moms by Working Mother.* Kate and team co-founder, Elise Kausen, have been invited to speak at numerous events, including multiple years as break-out session leaders at the Central California Women’s Conference.
Kate holds her Series 7, 66, 9 and 10 registrations, is a CERTIFIED FINANCIAL PLANNER™ professional, a Retirement Income Certified Professional (RICP®) and holds insurance and long-term care licensing (CA Insurance License #0E63079. Resident State Insurance License, TN).
Away from the office
Kate is married to her childhood sweetheart with whom she has two adorable and fearless daughters. Kate is an avid fitness buff and loves football! Between 2016 and 2020, Kate shared her financial expertise with the News Talk 580 and 105.9 KMJ audience, as a regular guest contributor on The Chris Daniel Show. Together, Chris and Kate guided listeners though timely topics spanning the gamut of general market conditions to retirement basics.
*The Forbes Top Next-Gen Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
The Working Mother’s Top Wealth Advisor Moms rating algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion.
"It’s important to work with professionals who understand that your money is more than the sum total at the bottom of a statement. It’s a representation of all of the time you sacrifice in the present to help secure your family’s financial future."
Background and experience
Elise began her career in the financial services industry in 1997, after graduating Cum Laude from St. Mary’s College of CA. Since that time, she has had the opportunity to work with Fortune 500 companies, Non-Profit organizations, government retirement plans and, for the last 17+ years, she has had the pleasure of helping individuals and small business owners design personalized, creative solutions for their investment and retirement planning needs. Elise has worked to build a reputation based on professional integrity, the highest level of personal service and results.
In addition to holding Series 7 and 63 securities registrations, Elise has been a CERTIFIED FINANCIAL PLANNER™ practitioner since 2008. Recognizing the unique planning challenges faced by divorcees, she attained the Certified Divorce Financial Analyst (CDFA™) designation in 2009* and, like team co-founder, Kate Eiland, attained the Retirement Income Certified Professional (RICP®) designation in 2020. Elise also holds licensing for Life insurance and Property/Casualty insurance which, with her extensive insurance background, allows her to help her clients understand and evaluate their current insurance coverage and gives her the ability to address any needs surrounding Life, Disability and Long-Term Care insurance planning. (CA Insurance license #0C14191, Resident State Insurance License, AZ).
Away from the office
Elise loves traveling and learning new languages: adesso, sta imparando l’italiano! She is a self-proclaimed “foodie” and a scotch enthusiast. When not volunteering with local non-profits, you can catch Elise getting her Zen on at a hot yoga class or spending time with her adorable pooch, Henry.
*The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.
Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
This is not, in any way, intended as an invitation to replace your existing coverage. Such an exchange is often not appropriate due to such factors as surrender charges on your existing policy, the surrender charge period on the new policy, transaction costs associated with the exchange, the values of the new policy versus the old policy, and the various fees and expenses associated with the new product. Therefore, replacing an existing policy should only be considered after a careful evaluation of these factors as well as a thorough review of your existing coverage.
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