As a financial advisor with The Family Firm, Kate Fries works with clients to set and achieve their financial goals. She is a CERTIFIED FINANCIAL PLANNER™ professional and has particular interest in cash flow and the impact of emotions on decisions and behaviors around money.
After taking an Introduction to Financial Planning course in her senior year at The University of Texas, Kate was hooked. She completed her Communication degree at UT and went on to earn a degree in Financial Planning from the University of Alabama. Prior to joining The Family Firm, Kate was fortunate to connect with and work for a fee-only financial planning firm in Birmingham, AL. Kate has now been happily serving clients at The Family Firm for over a decade.
Kate lives in San Diego with her partner Jeff, her son Wyatt, the one-eyed wonder pup Spot and one rambunctious cat. Kate can often be found with her nose in a book, trying a new recipe in the kitchen, or playing with spreadsheets.