Kate Leipprandt
Kate Baldwin Leipprandt, CFP®, ChFC, CLU focuses on helping her clients build...protect... enjoy and pass on their financial resources.
Kate is a sought-after speaker, educator and soon-to-be author, having worked for organizations such as Underwriters Laboratories (UL-tested!) and the American Bankers Association (ABA), where she has been on faculty teaching the National Graduate Trust School since 1997. Kate is action-oriented and makes it easier for clients to implement their carefully-planned financial decisions.
California Insurance License #: 0B38852
Securities
and investment advisory services
offered through Equitable Advisors, LLC (NY,NY
212-314-4600), member
FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah
as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.