Kathleen Boyd
Kathleen Boyd32

Wealth adviser,

Fast Facts

  • First runner-up in the Miss Long Beach pageant.
  • A contestant on TV's "Love Connection."
  • An avid fan of Lifetime movies.

Sometimes even Kathleen Boyd herself can't believe she is a Ph.D. candidate. Born in Los Angeles to a poor African-American family that moved to Salt Lake City when she was child, Ms. Boyd said she felt like a fish out of water and became a trouble-maker. That led her to dropping out of high school.

"Still, somehow I knew that education was important," she said.

So, three years later, and "tired of living in the projects," she enrolled in a local community college and earned a general equivalency diploma. She then earned two associate degrees and transferred to the University of Utah. While pursuing a graduate degree there, she took a course in financial planning "for fun," and was encouraged by her professor to enter the field.

Ms. Boyd spent two years in portfolio management at a bank after graduating, then realized she wanted to return to Southern California as well as pursue a growing interest in clients' emotions and behavior.

To help find a job, she became active in the Orange County chapter of the Financial Planning Association, where she met Evelyn Zohlen, whom she considers her mentor. After a summer internship at Ms. Zohlen's firm, Inspired Financial, she joined Navigoe in 2017.

She currently serves on her FPA chapter's committee advocating for legislation on behalf of the financial planning profession, and created Long Beach Financial Planning Day. Continuing to concentrate on the emotional side of planning, she is working remotely on a doctoral degree in financial therapy from Kansas State University.

"My goal is to become an educator; we need more people like me in the classroom."

- Evan Cooper


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