Katherine Sepulveda

Katherine Sepulveda

Personal Lines Specialist
4.96
Total
72
Verified
69
Recent
30

Social Links

About

WHAT I DO: I help successful individuals and their advisors navigate personal risk and provide personalized insurance strategies as part of their individual wealth management and financial planning. HOW I DO IT: I help assess individuals' risks and possible liabilities, and provide solutions to make sure financial stability and peace of mind are never threaten by any of the risk challenges that are associated with their specific assets and lifestyle. WHO I WORK WITH: Real Estate Agents, Brokers and Investors; Mortgage Brokers and Advisors; Property Managers, Financial Planners, Asset and Wealth Managers and Advisors; Real Estate and Family Law Firms.

Reviews

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  • p
    Pinebrook C P A I
    Posted on June 25th, 2021 02:00 PM
  • c
    Carlos N
    Posted on June 7th, 2021 10:48 PM
  • m
    Maximiliano R C
    Posted on June 7th, 2021 10:34 PM
  • g
    Guy P
    Posted on May 17th, 2021 06:39 PM
  • Reviews

    logo
  • p
    Pinebrook C P A I
    Posted on June 25th, 2021 02:00 PM
  • c
    Carlos N
    Posted on June 7th, 2021 10:48 PM
  • m
    Maximiliano R C
    Posted on June 7th, 2021 10:34 PM
  • g
    Guy P
    Posted on May 17th, 2021 06:39 PM