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An Ameriprise Platinum Financial Services® Practice

Kate Silsbury

CRPC®

Financial Advisor

 

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805.687.0355

katherine.x.silsbury@ampf.com

 
 

27

Years of Experience

92

Client Satisfaction Score

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Qualifications

  • Master of Education - Microbiology
  • Chartered Retirement Planning Counselor
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Office Location

1625 State St
Ste 4
Santa Barbara, CA 93101-2547
Map Phone: 805.687.0355 Fax: 805.687.8294

Education

  • Professional Designation, 1988, personal financial planning, UCLA Ext.

Professional Associations

  • American Society of Women Accountants
  • Financial Planning Association

My Approach

As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.

Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies

Community Participation

  • Santa Barbara County Retirement Board
  • Fund for Santa Barbara
  • Valle Verde Continous Care Community Advisory Board
  • Santa Barbara City College Adult Ed
  • Montecito Country Club Women's Board

Market Watch

Market News

License Information

I am licensed and registered to conduct business in CA.
Based on licenses and registrations I hold, I may also conduct business in MO, ME, OR, NV, IA, MA, PA.

CA Insurance #0681569

  • The FIVE STAR Wealth Manager Program (“Program”) research was conducted (Insert survey dates from the Five Star table: www.fivestarprofessional.com/wm2012researchdates.htm.) All identified broker dealers, RIA firms and FINRA-registered representatives in the area were contacted to gather wealth manager nominations. Fewer than seven percent of wealth managers in the area receive the recognition. The quality of client service provided by nominated wealth managers was evaluated using ten objective criteria, but results may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Five Star Professional, manages the Program, but does not endorse listed wealth managers. Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success. For details go to: www.fivestarprofessional.com/wm2012researchoverview.htm
  • As part of the FIVE STAR Wealth Manager ("Program") research process, surveys were administered to at least 20% of high–net–worth households in the area, along with financial service professionals (survey dates and details at: www.fivestarprofessional.com/wmresearchspecs). Fewer than seven percent of wealth managers in the area receive the recognition. Wealth managers were evaluated based on customer service, knowledge, overall satisfaction and other criteria. A score averages all responses and may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Crescendo Business Services, LLC, manages the Program, but does not endorse listed wealth managers. Working with this wealth manager is not a guarantee of future financial success. Investors should conduct their own evaluation of a financial professional.
  • Client Satisfaction Score: The survey score is based on responses gathered within the preceding two years. The survey rates Ameriprise advisors on overall satisfaction, financial knowledge and other criteria. A score averages all responses and may not represent a particular client experience. A minimum number of responses are not required for a score. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation of a financial advisor.
  • The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
  • Ameriprise Financial cannot guarantee future financial results.
  • Ameriprise Financial and its representatives do not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific tax issues.

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