Catherine Hawley
Hawley Personal Finance
Monterey, CA
Contact Catherine
Catherine can help you with
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Investment Analysis
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Retirement Planning
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Employee Benefits
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Tax Optimization
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Insurance Planning
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College Planning
Expertise
- Investment Analysis and Planning
- Portfolio Management
- Retirement Planning
- Benefits and Compensation Planning for Employees
- Equity Stock and Options Planning for Employees
- Tax Optimization
- Insurance and Risk Management
- Estate and Legacy Planning
- Charitable Giving
- Cash Flow Analysis
- Debt Management
- Student Loan Repayment
- Saving and Investing for College
- Life Event Planning
- Real Estate Planning
- Business Finance Planning
About
I am an independent business owner and CERTIFIED FINANCIAL PLANNER who offers accessible and objective financial advice to individuals and families. I have the greatest impact on clients in their 20s and 30s because financial decisions and habits, created now, will shape their life’s journey.
Previously, I was a consultant and contributing writer for SaveUp, a free rewards program that encouraged healthy financial decisions. I worked at Rhodes & Fletcher, LLC as a Personal Benefits Specialist and at the firms of Bernstein Global Wealth Management and Barclay’s Global Investors. As a Financial Planning Association member, I served as the liaison to the City of San Francisco’s Smart Money Network.
I have also committed volunteer efforts to Chartwell School for dyslexic children as a member of its board of trustees. I have a bachelors degree in communication studies from UCLA where I was a scholarship athlete and captain of the women’s tennis team. After graduating, I coached tennis in Hong Kong and Northern Ireland. These days, I enjoy making up silly songs for my young twins and husband’s entertainment too!