We are proud to share that Principal and Director of Advisory Kathleen Carbone, CFP® has been recognized on the 2025 Forbes | SHOOK Research Top Women Wealth Advisors Best-In-State list! This recognition is a testament to her unwavering commitment to the business owners and families we serve, shaping our firm as a trusted resource for first-generation wealth creators.

Kathleen is deeply dedicated to empowering female entrepreneurs and business owners, actively supporting their success through mentorship, advocacy, and community engagement. Her leadership extends beyond Parcion, as she continues to drive meaningful conversations and initiatives that help women navigate the complexities of wealth and business ownership.

Congratulations, Kathleen, on this well-deserved recognition! Thank you for your dedication to our families, our team, and the broader community.

Kathleen Carbone was ranked #4 in Washington State on the Forbes Top Women Wealth Advisors Best-In-State, issued on 02/11/2025 by SHOOK Research. The Forbes ranking of America’s Top Women Wealth Advisors and Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative data, learned through surveys and interviews conducted by telephone, in-person and virtually to evaluate best practices, such as service models, investing models, and compliance records as well as quantitative data, such as revenue trends and assets under management. All advisors have a minimum of seven years’ experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. For more information, please see Forbes Top Women Wealth Advisors Best-In-State by Shook Research Methodology. SHOOK is a registered trademark of SHOOK Research, LLC. Parcion paid no compensation directly or indirectly in connection with obtaining or using the third-party rating.