Email
: KatyM@cfpinsurance.com
Phone
: (925) 956-7702
With over 15 years of experience in the insurance industry, I serve as an Account Manager dedicated to helping clients navigate their insurance needs with confidence and clarity. Holding CISR and CPRIA designations, I bring a strong foundation of expertise and a client-first approach to every interaction. When assisting individuals, my goal is to deliver thoughtful, tailored solutions that provide peace of mind. Outside of work, I enjoy reading, playing tennis, time at the beach, and experimenting in the kitchen.
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