Associate Financial Planner, Illumination Wealth
A recent transplant to San Diego from Long Beach, CA, Kathleen Boyd is a CERTIFIED FINANCIAL PLANNER™ professional with a specialty in financial therapy at Illumination Wealth in University City. She best describes her work as “Iyanla Vanzant… but for your finances.” She’s earned national recognition as a Top 40 Under 40 Advisor by Investment News, a Top 10 Young Financial Advisor to Watch by FA Magazine, and was spotlighted as a “rising star” in Forbes.
Outside of work, Kathleen is involved in financial services advocacy, traveling to the state and national capitals to discuss consumer protection with federal and state legislators. Passionate about social justice, her life’s goal is fighting to eliminate the inequality caused by the imperialist white supremacist capitalist cisheteropatriarchy.
Kathleen is a high school dropout turned first-generation college graduate. She earned a BS in economics and MS in finance from the University of Utah, and also pursued doctoral studies in financial planning and therapy at Kansas State University. Her preferred pronouns are she/her.