Edward Jones - Financial Advisor: Kate E Gaughan, CFP®|CPWA®|AAMS®|CRPC™|AWMA®

Services Offered

• Retirement planning
• Education savings strategies
• Tax-efficient investment management

About

Kate E Gaughan is a Certified Financial Planner (CFP®) and financial advisor based in Bend, Oregon. She specializes in retirement planning, education savings strategies, and tax-efficient investment management. As part of Edward Jones, Kate provides personalized financial guidance through face-to-face consultations. Her practice focuses on helping individuals and families achieve their financial goals and prepare for major life milestones.

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