Managing Director–Wealth Management
As a CERTIFIED FINANCIAL PLANNER™ practitioner, with over 30 years of experience in financial services, I am focused on managing wealth for high-net worth investors. My extensive experience - throughout major shifts in the markets - enables me to help my clients structure balanced portfolios to address their specific financial goals.
I graduated with honors from San Diego State University with a B.S. in Business Administration. I have also earned the Certified Investment Management Analyst (CIMA®) designation from the Wharton School of Business at the University of Pennsylvania. For this designation, I had to complete approved educational programs, pass a rigorous examination and meet stringent experience requirements. During my time at Wells Fargo Advisors, I was recognized as a Premier Advisor from 2006 - 2019, a distinction reserved for the firm's top Financial Advisors based on business production, completion of educational components and professionalism.
Away from the office, I am active with several charitable organizations, including the YMCA and Autism Coalitions. I reside in San Diego and spend my free time with my wife, Paula and our sons, Kyle and Conor. We like to stay active both physically and mentally, whether it’s by reading, supporting the Arts, yoga, meditation, or skiing.
I help individuals in developing and implementing investment strategies with a focus on building long-term relationships. I customize financial advice, provide frequent communication, and ensure that clients’ investment plans are on track.
I started my career in the financial services industry in 2006 and have attained my FINRA Series 7 and Series 66 registrations. I also hold a State of California Department of Insurance license #0J02106. I most recently worked with Wells Fargo Advisors between 2012 to 2021. I graduated with a Bachelor’s degree in Business from San Diego State University and I also obtained my teaching credential from National University. Prior to working in Finance, I taught Science in the San Diego area.
Away from the office, I enjoy spending time with my husband, Nick, where we live an active lifestyle and are involved in the community. I love to surf my local breaks in North County as well as taking trips to surf overseas. I enjoy working with children through the charitable organization, Voices for Children, where I volunteer as a CASA.
As a part of the Dawson Wealth Management Group my focus is to implement investment strategies to help ensure our clients success. I am excited to build, preserve and transition wealth for a select group of individuals so they may live a life of significance, whatever that means to them.
I attended the University of Miami where I studied business management and psychology, earning my Bachelor’s degree in 2015. Before transitioning to the financial industry, I had seven years of experience in sales, marketing & customer service. I attained my FINRA Series 7 & 66 registrations and am looking towards achieving my CERTIFIED FINANCIAL PLANNER™ designation.
Away from the office, I’m an active, enthused member of the performing arts & live music communities. Competing in gymnastics throughout high school & earning my black belt in martial arts at 17, I’ve remained committed physically, mentally & spiritually to challenging myself at the highest of levels. Staying active through yoga, meditation, and Orange Theory Fitness, I have the eventual goal of completing an Iron Man Triathlon by the time I turn 30.
Senior Wealth Strategy Associate
With over 20 years of experience in the financial services industry, as a Financial Consultant I am dedicated to helping clients reach their financial goals.
I work closely with clients to develop personalized investment plans driven by real-life goals and dreams. As a team, the Dawson Wealth Management Group provides comprehensive financial advice and portfolio management strategies - delivered with the highest level of personal service and professional integrity.
I received my Bachelor’s degree from Arizona State University and have also earned the Accredited Wealth Management Advisor SM designation through the College for Financial Planning following successful completion of advanced studies. My securities registrations include FINRA Series 7, 66, 3, 9 and 10 as well as a State of California Department of Insurance license #0G46707.
Away from the office, I enjoy participating in volunteer activities with organizations such as the San Diego Rescue Mission and The Friends of Scott Foundation-Friends to Children with Cancer. I reside in Chula Vista with my husband Arturo and enjoy spending time with family. I am also committed to making a difference in the personal and professional lives of current and future generations of Latinas as the founder and circle leader of LeanIn Latinas San Diego.
Senior Client Service Associate
Katherine’s commitment and focus is entirely on providing exceptional customer service to clients and building long-lasting relationships. She obtained an associate degree from Mesa College, San Diego and has over 17 years of experience in the financial services industry. She started her career as a bank teller. She holds the Series 7, 63 and 65 securities licenses, as well as an insurance license for the state of California.
Katherine was born in the Philippines, where she was raised by her grandmother, while her parents lived in the US, where her father served in the United States Navy. She joined her parents in San Diego when she was 12 years old. Today, she and her husband call San Diego their forever home. She enjoys traveling, skiing, playing beach volleyball, running with her dog, Izzy, and spending time with her husband. She is committed to her community and often volunteers with organizations such as the Challenged Athletes Foundation, San Diego Coastkeeper, Father Joe’s Villages and Armed Services YMCA.