Kathy Carpenter
Chico, CA
Verified Identity
Partner Advisor at
Allworth Financial
Years of Experience
24 years
Member Since
2024
Allow Me to Introduce Myself
Allworth partner-advisor Kathleen Carpenter is a CERTIFIED FINANCIAL PLANNER™ professional with over 30 years of financial sector experience. A teacher, mentor, and much sought-after public speaker, Kathy has taught financial education classes at CSU-Chico, Safeway, and Intel, as well as throughout ...
Clientele
Divorcees
High Net Worth Individuals
Businesswomen
LGBTQ+
Services Provided
Financial Planning
Investment Management
Retirement Planning
Investment Planning
Specialties and Expertise
High Net Worth Planning
Environmental, Socia...
Socially Responsible...
Credentials and Designations
Certified Financial Planner™
Click to learn more
Pricing Models
Flat FeeAUM
Education
California State University, Chico
Liberal Arts and Sciences / Liberal Studies
Obtained in 1985
Brigham Young University–Hawaii, baccalaureate university affiliated with The Church of Jesus Christ of Latter-day Saints in Laie
Obtained in 1982
Previous Work Experience
RedRock Financial & Insurance Services, Inc
Co-Founder and Partner
2001 - 2023
Advisor Links
Disclosures and Proof of License
Advisor Disclosure
Advisory services offered through Allworth Financial, a Registered Investment Advisor
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Profile Last Updated: July 29, 2025