Kathleen Bing joined Securities America in 2009. As a Registered Representative, Kathleen brings nearly 20 years of experience in Financial Services and a comprehensive, well rounded focus to her clients’ needs. Rather than a transactional approach, she is committed to developing long lasting relationships, setting herself apart by delivering a concierge level of client satisfaction.
Working extensively with individuals, families and small business, her scope is broad and diverse, addressing concerns from creation and protection of wealth, business funding and succession, to legacy issues and portfolio management.
A significant part of her time is also devoted to helping those in career transition maximize retirement plan options and navigate their way through complex choices in health care so her clients may give their focus, time and energy to finding the “right” next opportunity.
BRANCH OFFICE: 2666 Worden Street, Unit 3, San Diego, CA 92110