Kathleen Pumilia
Financial Advisor
Kate is a wealth manager and financial advisor at Havican Wealth Strategies, Inc. Following a decade long career in education, she joined father, David, and Havican Wealth Strategies to apply her passion for teaching in a new way. Kate is dedicated to ensuring that her clients build, protect, and enjoy their wealth, and understand the processes every step of the way.
She holds her FINRA Series 7 (General Securities Representative) and Series 66 (Investment Adviser Representative) registrations, and is licensed as an insurance agent.
Kate and her husband Seth live in Springfield, MA with their corgi named Juniper.
When she’s not in the office, Kate enjoys reading, power lifting, and traveling.
Education
⦁ Lesley University – Bachelor of Education; Bachelor of History
⦁ Lesley University – Masters of Education