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Estate Doctor Kathleen (Kathy) Eckerson was born and raised on the Monterey Peninsula and still calls it home today. Her French paternal grandmother and grandfather met in San Francisco before moving to the Monterey Peninsula as one of the early founding families of Marina. Kathy’s maternal grandfather owned Potter’s TV and served as a Sand City Council member. Her grandmother’s picture still hangs in the American Tin Cannery today, serving as a reminder of a time when women worked in the Sardine factories during World War II while the men were away at war. Continuing that legacy, Kathy’s father will be remembered as the man local media deemed a hero the year the Peninsula was declared a “Disaster Area”, and he went out to brave the storm to divert a raging river away from the neighbor’s home with his small tractor. Kathy followed in her ancestors’ footsteps of professional success when she returned home from a financial services’ corporate career to launch Estate Doctor® Suddenly Single Wealth Management®, with the goal of becoming the most trusted and respected financial boutique helping women in transition on the Monterey Peninsula. Kathy offers a holistic, professional approach to educating and empowering clients with her financial counseling, investment planning, and retirement planning services. Because Kathy has experienced the loss of a spouse and divorce personally, she easily connects on a deep and personal level with clients dealing with personal loss or large-scale change. The fact that they become friends is no surprise! Kathy not only strives to make a difference in the lives of clients, but also serves as a local volunteer for heartfelt causes such as Make-A-Wish (MAW). Kathy served on the MAW Board (SF) from 1997-2001 before bringing MAW to the Monterey Peninsula. She chaired the first Monterey Bay Area MAW Gala in 2000, and continues to volunteer time on the local Committee as their Director of Marketing and Press Relations. Kathleen Eckerson is a Registered Representative with, and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC Kathy and her dog, Pita, with long-time client/friend Susan van Limburg Stirum and her dog, Jamie.

65 Spring 2014  
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