Catherine Hawley (CFP®)

Catherine Hawley focuses in the
following client markets or areas of practice:

  • Financial Psychology/Coaching
  • Fixed Fee (Subscription, Retainer, etc.)
  • Hourly
  • Investment Advice without Ongoing Management
  • Millennials

Planning Specialties

I’m a CERTIFIED FINANCIAL PLANNER™ who offers accessible and objective financial advice to individuals and families. I am a consultant and contributing writer for SaveUp; a free rewards program that encourages healthy financial decisions. Before starting my own practice, I worked at Rhodes & Fletcher, LLC as a Personal Benefits Specialist and at the firms of Bernstein Global Wealth Management and Barclay’s Global Investors. As a Financial Planning Association member, I served as the liaison to the City of San Francisco’s Smart Money Network. Currently, I’m committing volunteer efforts to Chartwell School for dyslexic children as a member of its board of trustees. I have a bachelors degree in communication studies from UCLA where I was a scholarship athlete and captain of the women’s tennis team. After graduating, I coached tennis in Hong Kong and Northern Ireland. I still play tennis recreationally.

NAPFA Start Date

September 22, 2014

This Office

71 Stevenson St Ste 400 San Francisco, CA 94105-0908 Phone: (415) 483-2335

Other Offices

787 Munras Ave Ste 104 Monterey, CA 93940-3131 Phone: (415) 483-2335