Kathleen Boyle, CFP®

As a Senior Family Advisor and Advisory Department Team Lead at Parcion Private Wealth, Kathleen works with multi-generational families to identify their key values and goals, building strategic wealth management plans around those tenets. Kathleen brings expertise in advanced planning, including cash flow modeling, wealth transfer strategies, tax mitigation analyses, lending solutions and philanthropic planning, in addition to risk mitigation and portfolio optimization.

When partnering with clients who are preparing to sell a business or with families experiencing first-generation wealth, Kathleen understands that relationships come first. She focuses on building a successful team for her clients and working closely with their trusted advisors to form a cohesive and prudent plan for both prior to and following a transaction. She advocates for family meetings centered on education and transparency, often leading group exercises to help establish shared ideals and long-term ambitions, guiding families to create a legacy unique to them.

Kathleen grew up in Spokane, Washington, before earning her B.A. in finance at the University of Washington Michael G. Foster School of Business. She later obtained her Certified Financial Planner™ credential and is working toward her Certified Exit Planner™ designation, as well.

Prior to joining Parcion, Kathleen spent several years at UBS Private Wealth Management and Morgan Stanley.

Kathleen is passionate about informing and inspiring the next generation of young leaders, and is actively involved in several community organizations, including:

• Committee Member of Seattle Children’s Next-Gen Legacy Advisors; Member of Seattle Children’s Legacy Advisors
• Vice President of East King County Estate Planning Council
• Leadership Board Member of Women+Thrive
• Member of Kappa Alpha Theta Alumni Association

Kathleen enjoys staying active, traveling, and attending concerts and local sporting events. Go Dawgs!