Kathleen Owens in

Kathleen Owens

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Financial Adviser at Aurora Financial Planning & Investment Management LLC
📍 Los Angeles Metropolitan Area, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

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Current Role
Financial Adviser
Location
Los Angeles Metropolitan Area, United States
Personality Overview

How Kathleen shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Kathleen cares about

Strategic Priorities
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Career

Work history

11-2017
Financial Adviser
Aurora Financial Planning & Investment Management LLC
3-2014 - 11-2017
Financial Advisor | Fiduciary
Alta Pacific Wealth Management, LLC, Registered Investment Advisor
12-2012 - 3-2014
Financial Advisor
Morgan Stanley
2-2003 - 11-2012
Owner
Owens Financial Management
8-1999 - 5-2000
Category Manager
Petstore.com
In the press

Media appearances

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Education
2015 - 2015
Financial Markets Certificate & CPWA; Certified Private Wealth Advisor Scholarship Recipient
Yale University
2018 - 2021
Personal Financial Planning Certificate
UCLA Extension
2011 - 2012
MBA coursework
D'Amore-McKim School of Business at Northeastern University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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