Clockwise from left: Kathy's daughter Stephanie, Kathy, Kathy's husband John, Kathy's grandson Daniel, and Kathy's granddaughter Alexandra.
About Kathy Pre-Retirement
Kathleen Eckerson (or Kathy, as she is referred to by her clients and friends) provided 25+ years of wealth management services in Pebble Beach, throughout the Monterey Peninsula, and other States when referred to her to help.
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 provided fee-based financial advice through an independent Registered Investment Advisor, but is no longer affiliated with any broker/dealer or RIA.
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
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, nor is she affiliated with Advisory Alpha as a Wealth Management Advisor. Kathy is retired, and working on a book for a Suddenly Single that might give them hope that life is not lost when they’ve lost a loved one. Note: Suddenly Single Wealth Management®, Suddenly Single®, Turning Single® and Estate Doctor® are USPTO Registered TRADEMARKS granted to Kathy.
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, nor is she affiliated with Advisory Alpha as a Wealth Management Advisor. Kathy is retired, and working on a book to give the Suddenly Single reader hope that life is not lost when they’ve lost a loved one. Note: Suddenly Single Wealth Management®, Suddenly Single®, Turning Single® and Estate Doctor® are all USPTO Registered TRADEMARKS granted to Ms. Eckerson' for her 25+ years of helping Women survive major loss and going on to live the life they always dreamed of someday having!