Broker Check
Kate Langthorn, CEPA®

Kate Langthorn, CEPA®

Financial Advisor

Kate specializes in assisting business owners, professionals and families with the accumulation and preservation of wealth and is dedicated to delivering high quality service to her clients. Kate’s passion is helping to create efficient long term financial strategies, focusing on life’s big events. Kate realizes that while most people are well intentioned to protect and prepare their families or businesses for life’s unexpected occurrences, executing financial responsibility often doesn’t top the list of people’s priorities. She helps people move from being well-intentioned into action.

Kate is dedicated to building long term relationships with her clients. Her signature process is comprehensive financial analysis. Some of her specialties include: business planning, succession strategies, legacy planning, investment advisory, and insurance planning.

She received a Bachelor of Business Administration in Finance from Texas A&M University and holds the Series 66 and 7 Securities Registrations along with her life and health licenses.

Kate began her role as a Financial Advisor in the Hawaii office in 2012. She lived in the beautiful state for 7 years with her husband Austin and it is where they had their oldest daughter Lily. After Austin finished his service in the U.S. Navy they decided it was best for the family to move back to Texas. Born and raised in Houston she found herself right at home among family, friends, and opportunity. Kate and Austin enjoy spending time in Galveston on the weekends with their daughters Lily and Lyla.

Texas Insurance License Number 1766845
Hawaii Insurance License Number 421378
Florida Insurance License Number W502757