Catherine Hawley

Catherine Hawley

CFP®

Catherine is a Financial Advisor who helps clients create and stick to a budget, determine optimal asset allocation and save for retirement.

  • About Catherine
  • Questions & Answers

Advisor Details

Contact Advisor
Company
Principal at Catherine Hawley, CFP
Address
PO Box 3044
Monterey CA, 93942
71 Stevenson Street, Suite 400
San Francisco CA, 94105
Phone
(831) 601-9091

About Catherine

Providing objective, practical & as-needed advice to answer your personal financial questions.

I founded my personal financial planning practice to serve people seeking help with their financial questions. I saw a need for affordable, objective, and customized advice that is frequently sought but often difficult to find. To make my services accessible, I charge an hourly or project fee. My aim is to help people improve their finances regardless of their current situation (I don't have income or net worth requirements) and I'm a fee-only planner (no selling of products). I help clients gain clarity and confid...

Education

  • BA, Communication Studies, University of California, Los Angeles

Certifications

Registrations
Designations
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Tips from Catherine

Catherine's videos

  • How did you get into financial planning?
  • How does your fee structure work?
  • What is your advising philosophy?

Typical Clients & Fee Structure

Typical Clients

Women
Young couples
Young professionals

Fee Structure

Fee-only
Paid exclusively in fixed, flat, hourly, percentage or performance-based fees; does not receive commissions.
Hourly
Paid hourly for time spent meeting with a client or working on their behalf.

Disclaimer

REGISTRATION INFORMATION

Advisory services are offered through Catherine Hawley, CFP, an investment advisory firm domiciled in the State of California. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of inv...