Kate Holmes

PRO+

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.

Contact
Click for phone number
(800) 895-1298
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 PRO+
CFP® 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? ...
Financial Planning Investing & Retiring
Q&A
Asked by Ursula

Answered by Kate Holmes PRO+
CFP® 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...
Borrowing Bankruptcy
Q&A
Asked by Sujith

Answered by Kate Holmes PRO+
CFP® 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...
Cash Investing & Retiring Stocks
3
See more of Kate Holmes 's answers

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