Catherine is a CERTIFIED FINANCIAL PLANNER™ and is currently an independent consultant. As a Financial Planning Association member, she serves as the liaison to the City of San Francisco’s Smart Money Network. She has worked at Rhodes & Fletcher, LLC as a Personal Benefits Specialist and at the firms of Bernstein Global Wealth Management and Barclay’s Global Investors. Catherine has a bachelors degree in communication studies from the University of California, Los Angeles where she was a scholarship athlete and captain of the women’s tennis team. After graduating, she coached tennis in Hong Kong and Northern Ireland. She still plays tennis recreationally.