Estate Doctor Securities

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33 Soledad Dr
Monterey, CA 93940
+1 (831) 645-9300
https://www.suddenlysinglewealthmanagement.com

Estate Doctor Securities, located in Monterey, CA, specializes in Suddenly Single Wealth Management, catering to the unique financial needs of women navigating major life changes such as divorce, loss, or transitioning careers. Founded by Kathy Eckerson, a seasoned financial advisor with 25 years of experience, the firm emphasizes an educational approach to empower clients towards achieving financial wellness.

With a dedicated team that values listening and communication, the firm provides personalized strategies for financial recovery and wellbeing. Kathy Eckerson’s holistic management philosophy focuses on enhancing clients' understanding of their financial situations, helping them reclaim their confidence in managing their personal finances.

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