Kate Holmes

Founder & CEO of Belmore Financial, LLC. Kate works virtually with millennials around the country to provide ongoing financial and life planning in a fun and engaging way. No asset management, no product sales.

CFP® at Belmore Financial, LLC in Las Vegas, NV

About

Kate launched Belmore in her quest to live her happiest life. She works with millennials from around the country that are ready to challenge the status quo and go after their happiest life. Kate loves really getting to know her clients through ongoing relationships. She doesn't manage assets or sell financial products which leaves more time for discussing all aspects of your personal and financial goals. She is an energetic and engaging speaker and is regularly featured and quoted in media including Financial Times, Forbes, AOL DailyFinance, InvestmentNews, and Financial Planning Magazine.

Address
P.O. Box 7563 in Las Vegas, NV 89125
Info
Languages: English, Australian
Year started: 2006

Reviews

Peer Endorsements

Best Answers

Q&A
Asked by Josue Morataya
Answered by Kate Holmes , CFP®PRO+ in Las Vegas, NV
Hi Josue. That depends. Here are a few things to think about: Do you know the specific job you hope to land once you graduate? If so, are these degrees required? ...
Q&A
Asked by Ursula
Answered by Kate Holmes , CFP®PRO+ in Las Vegas, NV
Hi Ursula. Pay it off. Bankruptcy is not a fun process and it sticks with you for far longer than it should take to pay off $15k. Bankruptcy affects everything from em...
Q&A
Asked by Sujith
Answered by Kate Holmes , CFP®PRO+ in Las Vegas, NV
If only it were that easy! Unfortunately, there are no guarantees when investing in companies or the stock market. As they say "no risk, no reward." If you'll need...
3

Specialties

  • Business Planning
  • Education Savings
  • Equities
  • Estate Planning
  • Mutual Funds
  • Retirement Planning
  • Other

Servicing

Credentials

Licenses

Series 65

Associations

FPA: Financial Planning Association
NAPFA: National Association of Personal Financial Advisors
Fee-Only Network

Certifications

CFP®

Accomplishments

Background

Experience

Principal

Education

RMIT University in Melbourne, Australia
College for Financial Planning