• Kate Holmes, CFP

    Kate Holmes, CFP

    Director of Stakeholder Engagement

    Kate Holmes, CFP is the Director of Stakeholder Engagement at FPSB. Her primary areas of focus are existing and potential Member engagement, global consumer groups, international firms, and marketing and communications. Ms. Holmes is a CFP professional and an international speaker on fintech-enabled financial planning.

    Prior to joining FPSB, Ms. Holmes focused on her virtual financial planning practice and served as a CFP Board brand ambassador and volunteer on CFP Board’s Women’s Initiative Council. She received her bachelor’s from RMIT University in Melbourne, Australia.