Gabby Kates

As Client Coordinator at John Andersen Financial, I work closely with our clients and the advisor I support, ensuring every interaction is smooth, thoughtful, and personalized. My role includes client service, administrative support, communication, and compliance. What makes the work meaningful to me is the trust clients place in us and the opportunity to support them through life’s financial milestones.

I’ve been in the financial services industry since 2022, following a prior role in the nonprofit sector where I developed a strong foundation in client coordination and relationship-building. I hold a Bachelor of Science from California State University, Northridge.

What motivates me most is knowing that our work makes a real difference. Whether it’s offering peace of mind or simply being a steady point of contact, I strive to treat each client the way I’d want someone to treat my own family — with respect, care, and genuine support.

I currently live in my hometown of Newbury Park, CA, where family remains at the heart of everything I do.