Catherine is a comprehensive financial planner with Pacific Capital Resource Group, Inc. She offers a unique holistic approach to planning.
Pacific Capital Resource Group, Inc. is a relationship-based financial services firm recognized by their individual and corporate clients for quality advice, effective implementation, and superior service. Dedicated to the highest ethical standards, Pacific Capital provides comprehensive financial and insurance services. Catherine works with individuals and local businesses, helping in areas such as retirement planning, estate planning, college funding, insurance, investments*, professional money management*, asset allocation*, and executive planning. Focusing on the unique needs of small business owner, her specific areas of specialization include: • Advanced tax sheltering strategies • Risk management and efficient business succession planning • Individual estate and wealth transfer planning Registered Representative and Investment Advisor Representative of Hornor, Townsend, & Kent, Inc. WA Life, Disability, and Long-Term Care Licensed ________________________________________________ The views expressed within this site are the views of the poster alone and do not necessarily reflect the views of Penn Mutual or HTK unless otherwise stated. Information provided is for educational purposes only and shouldn’t be viewed as a recommendation to buy or sell any particular financial product or service. Depending on your individual situation, discussions presented may not be appropriate. Investing involves risk, including loss of value. Insurance and other financial products and services may be subject to certain terms, conditions and costs not identified within the enclosed material. Any strategies represented are not guarantees of future performance or success, and may not be appropriate for your situation. Trade execution orders will not be accepted. Also, do not post any information you do not wish to be shared with others. If you have a matter requiring immediate attention, contact me at firstname.lastname@example.org. Registered Representative of, and Securities and Investment Advisory services offered through Hornor, Townsend & Kent, Inc., (HTK), Registered Investment Advisor, Member FINRA (www.finra.org) / SIPC (www.sipc.org). Pacific Capital Resource Group, Inc is a licensed insurance agency. Bellevue Headquarters: 10900 NE 8th St, Suite 1550, Bellevue, WA 98004 - 425.641.8788. Pacific Capital Resource Group, Inc. and other listed entities are independent of HTK unless otherwise noted. HTK is a wholly owned subsidiary of Penn Mutual. HTK does not offer tax or legal advice. Catherine Gua is insurance and securities licensed in the state of Washington. This is not an offer or solicitation in any state.
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