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Kate Fay, CFP®

Financial Planning Director


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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.   

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