Estate Doctor Securities
Estate Doctor Securities, based in Pebble Beach, CA, specializes in Suddenly Single Wealth Management, a financial boutique dedicated to supporting women navigating major life transitions such as divorce and loss. Founded by Kathy Eckerson, who brings 25 years of experience, the firm emphasizes a holistic approach to financial wellness, fostering personal growth through education and trusted guidance.
With a focus on individualized care, the firm empowers clients to regain control of their financial futures by providing personalized, actionable plans and resources. Kathy's commitment to understanding both the technical and emotional aspects of financial planning has established her as a respected figure in the Monterey Peninsula community.
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