350 W 5th Ave, Suite 220
Escondido, CA 92025
Phone:
  • 760-489-9878
Fax:
  • 760-489-5464
            

CONNECT

Address:

350 W 5th Ave, Suite 220
Escondido, CA 92025

Phone:

760-489-9878

Fax/Other:

760-489-5464

Katie Boring, RP® Registered Paraplanner

Katie Boring, RP® Registered Paraplanner

Operations Supervisor

Kathie has a BA in Liberal Arts/Education from Pepperdine University, Malibu, CA, and she completed the accounting program at Palomar Community College, San Marcos, CA. She has also received her certification as Registered Paraplanner®.

Kathie and her husband live in Oceanside, CA where they are active in their church and small group. Her two daughters, Kayleigh and Amelia, are her great inspiration for working hard and doing her best in every aspect of her life. She enjoys making handmade greeting cards and encouraging others to use their creativity to enhance their lives.

Responsibilities Include:

  • Client Service
  • Financial Reporting/Bookkeeping
  • Financial Plan Research
Phone (760) 489-9878
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck