Pine Valley Investments
Kate Fay, CFP®
Financial Planning Director
"The best advisor-client relationships are built on honesty, consistency, and genuine care."
"The best advisor-client relationships are built on honesty, consistency, and genuine care."
As a Certified Financial Planner (CFP®), Ms. Fay achieved the standard of excellence in the financial planning industry, having met rigorous education, training, and ethical requirements and passing the CFP® Board's examination.
For the last 16 years, she was a wealth advisor at Girard Partners, where she rose to become Senior Vice President and served as a longtime member of the Investment Committee. She previously advised clients at Charles Schwab, where she won the prestigious national Client Service Award. A student of history, she graduated from the University of Delaware before earning FINRA Series 7, 63, and 65 licenses.
Ms. Fay's client relationships are based on developing trust and a deep understanding of the client's financial goals. Using a comprehensive planning method helps them achieve financial freedom.
Kate typically responds within one business day. Whether you have a question, want to explore working together, or just want to connect - reach out.
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