Katherine  Davalos,  CFP<sup>&reg;</sup> - Financial Advisor

Katherine Davalos, CFP®

Financial Advisor

333 W San Carlos St, Ste 1650
San Jose, CA 95110
FINANCIAL ADVISOR'S WEBSITE
(877) 486-2174
(408) 533-9102

General

Katherine Davalos is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in San Jose, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Certified Retirement Planning Counselor

Broker-Dealer Affiliation

Raymond James & Associates, Inc.

Helpful Financial Planning Resources