Kate Hickey, CFP®
Wealth Advisor

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Kate is a Wealth Advisor in the Beacon Pointe Advisors Philadelphia, PA office. For nearly a decade in this office, Kate has guided clients through every stage of life, from building careers to navigating transitions such as retirement, divorce, and widowhood, using a holistic, values-based approach to wealth management. She helps clients clarify their goals and implement thoughtful, long-term strategies, believing everyone deserves an objective partner and a financial plan aligned with their values.

Before joining Beacon Pointe, Kate worked in business development at J.P. Morgan Asset Management in New York. In 2021, Kate was named to InvestmentNews’  prestigious 40 Under 40 ranking, one of the youngest advisors named to the class of 2021. Kate is a CERTIFIED FINANCIAL PLANNER® (CFP®) and Chartered SRI Counselor (CSRIC) with a focus on integrating values-based investing into comprehensive financial planning. She earned a Bachelor of Business Administration with majors in Finance and International Business and a minor in Business Law and Corporate Governance from Villanova University where she was also a member of the Women’s Tennis Team.

Kate is an active participant in Beacon Pointe’s Women’s Advisory Institute and Rise & Thrive Women’s Mentoring Initiative, reflecting her passion for helping women achieve both financial confidence and broader life goals. Outside of work, she enjoys yoga and skiing and is a mom to a toddler, which has given her a fresh perspective on patience and planning ahead. She also enjoys working on projects with her husband in their Philadelphia townhouse, finding joy in problem-solving and creating something lasting, just as she does with her clients.