Kate Phan

Since 2004, Kate Phan has been dedicated to helping clients reach their financial goals. Her expertise includes retirement planning, investment strategies, wealth management, tax strategies, and insurance needs. She has helped clients from generation to generation to grow and protect their assets.

Referrals are the best form of compliment! If anyone you know would like to discuss my financial services, please feel free to pass on this referral link! https://www.stirlingshire.com/team/kate-phan