Clockwise from left:  Kathy's daughter Stephanie, Kathy, Kathy's husband John, Kathy's grandson Daniel, and Kathy's granddaughter Alexandra.

Clockwise from left: Kathy's daughter Stephanie, Kathy, Kathy's husband John, Kathy's grandson Daniel, and Kathy's granddaughter Alexandra.

About Kathy

Kathleen Eckerson  (or Kathy, as she is referred to by her clients and friends)  provides wealth management services in Pebble Beach and on the Monterey Peninsula. 

You may wonder what drives Kathy.  According to her, that's easy.  Kathy is driven by:

1)  Interesting and challenging opportunities

2)  Making a difference in the lives of clients and heartfelt causes, like Make-A-Wish (which she brought to the Monterey Peninsula in 2000), the Carmel Bach Festival, the AT&T Golf Tournament, First Tee, and other worthwhile local causes.

3)  Earning fair compensation for value provided.  Kathy provides fee-based financial advice through an independent Registered Investment Advisor.*

 

Kathy Eckerson and John Ivie married on Valentine’s Day at the Church in the Forest in Pebble Beach.  It was a touching wedding with a musical program of Bach, Beethoven, Schubert and Mendelssohn played on piano and Organ, and a Soloist singing “The Prayer” and “Ave Maria” from a balcony. 

Following the ceremony, the reception took place in a vacant house in Pebble Beach that the couple had recently purchased and transformed into an intimate restaurant for their event. Guests received chocolate-framed photos of the couple alongside chocolate hearts. 

Every element of the wedding was organized to embody the theme, “ “Dreams Do Come True.” Kathy and John believe life is meant to be lived in joy and happiness.  

 Kathy and John at their wedding

Kathy and John at their wedding

John is an engineer in Silicon Valley. Kathy was born locally. After serving on the Greater Bay Area Make-A-Wish Board in San Francisco for three years, Kathy brought Make-A-Wish (MAW) to the Monterey Peninsula in 2000 and launched its inaugural Monterey Bay Area MAW Gala.  She also founded Estate Doctor® – Suddenly Single Wealth Management®, to help others pursue their dreams! 
Kathy and John are wonderful examples of how we can achieve our dreams, no matter what stage of life we find ourselves.

 

Articles Featuring Kathy In Monterey Peninsula's
65° Magazine

 From the Summer 2015 Issue of  65° Magazine.  This article was published in 2015 when Kathy was registered with LPL Financial as a Registered Representative. Kathy is no longer affiliated with LPL as a Registered Representative. Kathy is an Investment Advisor Representative with, and offers investment advisory and financial planning services through, Advisory Alpha, LLC, a SEC Registered Investment Advisor.*

From the Summer 2015 Issue of 65° Magazine. This article was published in 2015 when Kathy was registered with LPL Financial as a Registered Representative. Kathy is no longer affiliated with LPL as a Registered Representative. Kathy is an Investment Advisor Representative with, and offers investment advisory and financial planning services through, Advisory Alpha, LLC, a SEC Registered Investment Advisor.*

 
 From the Spring 2014 Issue of  65° Magazine.  This article was published in 2014 when Kathy was registered with LPL Financial as a Registered Representative. Kathy is no longer affiliated with LPL as a Registered Representative. Kathy is an Investment Advisor Representative with, and offers investment advisory and financial planning services through, Advisory Alpha, LLC, a SEC Registered Investment Advisor.*

From the Spring 2014 Issue of 65° Magazine. This article was published in 2014 when Kathy was registered with LPL Financial as a Registered Representative. Kathy is no longer affiliated with LPL as a Registered Representative. Kathy is an Investment Advisor Representative with, and offers investment advisory and financial planning services through, Advisory Alpha, LLC, a SEC Registered Investment Advisor.*