Bio & Credentials

Kathleen P. Steele, CFP®, a financial consultant with AXA Advisors, LLC, is a retirement planning specialist and has been with AXA Equitable for over 20 years. Kathleen provides financial planning services to executives and closely held business owners. These services include fee-based financial planning, risk management (life, disability and long term care insurance), wealth accumulation and distribution strategies.

Through an extensive discovery process, she uncovers her clients' goals, helps cleints prioritize their concerns and provides strategies to help them reach their goals. Her objective is add value to each client, with a particular focus on tax-wise investment strategies and solutions. Ultimately, the client should have a plan and course of action that brings him or her financial confidence.

Her career success can be directly attributed to her ability to educate her clients, help them clarify and prioritize their financial goals, implement a plan of action and then providing consistenet and  timely ongoing client service. Kathleen is often a guest speaker for association and employee groups on various financial topics.

Kathleen's strong commitment to give back to her community is demonstrated through her volunteer activities. Following is a summary of Kathleen's educational background, affiliations, and industry experience:

• Registered Representative of AXA Advisors, LLC (a member of the Financial Industry Regulatory Authority, Inc.) 
• Member, Estate Planning Council of Seattle
• Member, East King County Estate Planning Council 
• Member, Society of Financial Service Professionals 
• Member, Bellevue Rotary, Bellevue, WA
• President, Denny International Middle School PTA
• Past Chair and Trustee, Evergreen Healthcare Foundation, Kirkland, WA 
• Past member, National Alumni Board, University of Puget Sound,  Tacoma WA
• Past member, Bellevue College Foundation Board, Bellevue, WA
• Past Sponsorship Chair, Women Business Owners, Seattle WA
• CERTIFIED FINANCIAL PLANNER^TM(1989), College of Financial Planning, Denver, CO
• Chartered Life Underwriter (1989) and Chartered Financial Consultant
  (1990) professional designations through The American College,
  Bryn Mawr, PA
• Bachelor of Arts, Business Administration, University of Puget Sound, Tacoma, WA 
• Wharton Certificate in Retirement Planning*
• Lives in Seattle, WA with her husband and two daughters
• Enjoys reading, running, golfing, cyling, hiking and spending time with her family.

California License # 0712929

AXA Advisors and its affiliates do not provide tax or legal advice.

CFP® and CERTIFIED FINANCIAL PLANNER^{TM are certifiation marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individual who succesfully complete the CFP Board's initial and ongoing certification requirements.}

*Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.