Kathleen Carpenter

Partner Advisor

CFP^®

Allworth partner-advisor Kathleen Carpenter is a CERTIFIED FINANCIAL PLANNER™ professional with over 30 years of financial sector experience. A teacher, mentor, and much sought-after public speaker, Kathy has taught financial education classes at CSU-Chico, Safeway, and Intel, as well as throughout Northern California. A passionate volunteer, Kathy currently sits on the board of EveryBody Healthy, a community movement for health, wellness, and education. “You can get everything you want out of life by helping others get what they want,” she said. An avid outdoor enthusiast, Kathy resides with her wife, Judy, in the Chico, California area. They have one adult son, Jon.

The relationships I have developed and the journeys I have traveled with clients will impact me for the rest of my life. I have learned so much and am blessed. Every day brings new challenges and rewards.

Kathleen Carpenter, Partner Advisor

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About Allworth

30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.

Then, as now, we believed we could do better -because you and your money deserve better.

With unparalleled access to a team of financial experts, your wealth has the advantage every modern investor needs. Smart, sophisticated, comprehensive financial planning and investment solutions with tax, estate, insurance, and more - all under one roof and directed by one point of contact.

Because when financial guidance comes with a commitment to put your needs first-and our success is dependent on your success -you get more than just advice.

You get a financial ally for life.

97%

client loyalty 25,000+ Clients²

years in business $26 Billion AUM⁴

14th Ranked RIA Barron’s¹

Best Financial Advisory Firms USA Today⁸

Best in Class Ethics NBRI⁹

Kathleen Carpenter

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About Allworth