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November 2021 by Tessa F.
I've just started working with Katherine, but so far it's been a great experience. Not only do I feel that my investments will be handled well, but I am getting help looking at my full financial life plan. I have felt like my goals, such as home renovations, were out of reach or just a bit scary to plan for on my own. With Katherine I feel like I have a partner to help me get there. She's also provided introductions to other professionals so that I can have a team (financial, legal, tax) working together on my behalf. I never feel rushed when I'm meeting with her and there are no stupid questions. I was a little worried about working with an advisor that would lecture me on where I'm at with retirement, but Katherine is super positive and optimistic about starting from where you are at and reassuring you that you can get to where you want to be in a realistic timeframe.
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September 2021 by nancy Shotts
Katherine Wells is very knowledgeable and professional. She and her office Team are excellent listeners and match the product to the client needs. I appreciate all the volunteer work she does in her local community as well. She is an exemplary business woman in Petaluma.
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May 2021 by nancy cooley
Katherine Wells is very knowledgeable and professional. She and her office Team are excellent listeners and match the product to the client needs. I appreciate all the volunteer work she does in her local community as well. She is an exemplary business woman in Petaluma.
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May 2020 by Heidi Brodie
I have worked with Katherine and Sharon and have always had excellent and timely service. When I have a question Katherine provides comprehensive research and allows me to make my own decision. I appreciate that Katherine was willing to help me before I had any real money to invest-I wasn't too small (I had been turned away by other advisors because I didn't have enough to make it worth their time) I do now and Katherine will always be my advisor.
