Kathleen T. Owens
Kathleen T. OwensFinancial Advisor
Having worked in finance since 2003, Kathleen was a financial advisor with Morgan Stanley Wealth Management prior to joining Alta Pacific Wealth Management in 2014. Kathleen’s focus is to help investors and in particular, women become financially independent and more confident understanding their finances.
In 2016, Kathleen was chosen to attend Barron’s Top Independent Women Advisors Summit. This invitation only event recognizes top advisors and is a platform for sharing best practices and advancing the profession.
Kathleen attended the University of Southern California, and holds a BS degree in business administration, graduating summa cum laude. In addition, she completed finance coursework at Yale University and at the MBA program at Northeastern University D’Amore McKim Graduate School of Business Administration. Kathleen holds a Series 7 and 66 Securities License and a California Insurance License # 0I10058.
Kathleen has a diverse business background, with prior management roles with an online retailer and a national healthcare organization. Kathleen has expertise working with families in a family office setting and understands the needs and nuances of serving high net-worth households.
Kathleen is a California native, and serves on The Salvation Army Advisory Board. She is also active with the national service organization: Daughters of the American Revolution, where she serves as the Chair for the National American History Essay Contest. Kathleen is also a member of Mission Viejo Christian Church. Kathleen has a lovely teenage daughter who is involved with modeling and ballet. They live in beautiful Mission Viejo.