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Kathleen Carpenter

Partner Advisor

Designations: CFP®

  530-892-0253

  Chico, CA

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.

Education and Certifications

Who I work with

What guides my approach

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, Allworth Partner Advisor

More About Kathleen:

  • Kathy has been married to her wife, Judy, for 34 years. 
  • She is the co-founder of EveryBody HealthyBody, a diverse network of community leaders and organizations advocating for recreation and sports facilities that foster a vibrant economy and healthy, active lifestyles for current and future generations in Butte County. 
  • In 2019, EBHB was recognized as a National Project Play Champion by the Aspen Institute and in 2018, it launched several Health & Wellness initiatives related to the 2018 Camp Fire, along with North Valley Community Foundation and the Aaron Rodgers NorCal Fire Recovery Fund.
  • Kathy enjoys spending time at their family cabin near Lassen National Park, hiking, fly fishing, playing cards or just relaxing.
  • Kathy is an avid ‘redrock’ enthusiast who has hiked all of the National Parks in Utah more than once.
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About Allworth

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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% of Clients Stay With Us2

25,000+ Clients

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30 Years in Business

$22.5 billion AUM4

Best in Class Ethics

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