Our business services
Offering
Wealth Management
As a Registered Investment Advisor (RIA) firm, Kate Capital Group provides personalized wealth management services designed to help you build, preserve, and grow your assets over time. Jennifer Strong, CFP®, AEP® specializes in designing and managing customized investment portfolios tailored to your unique financial goals, risk tolerance, and time horizon. With Charles Schwab serving as custodian, you benefit from institutional-quality platform resources combined with the personalized attention of an independent advisor who genuinely cares about your financial success.
Our wealth management approach goes beyond simply selecting investments—it's about understanding what you're working toward and aligning your portfolio strategy accordingly. Whether you're accumulating wealth for retirement, generating income to support your lifestyle, or preserving assets for future generations, Jennifer develops investment strategies that integrate tax efficiency, diversification, and risk management. Throughout our relationship, we provide ongoing portfolio monitoring, rebalancing, and adjustments to keep you on track as markets change and your life evolves. Our commitment is to deliver thoughtful investment counsel with genuine interest in your financial well-being.
Our wealth management approach goes beyond simply selecting investments—it's about understanding what you're working toward and aligning your portfolio strategy accordingly. Whether you're accumulating wealth for retirement, generating income to support your lifestyle, or preserving assets for future generations, Jennifer develops investment strategies that integrate tax efficiency, diversification, and risk management. Throughout our relationship, we provide ongoing portfolio monitoring, rebalancing, and adjustments to keep you on track as markets change and your life evolves. Our commitment is to deliver thoughtful investment counsel with genuine interest in your financial well-being.
Financial Planning
At Kate Capital Group, comprehensive financial planning goes beyond numbers—it's about understanding your unique life goals and working together to achieve them. As a CERTIFIED FINANCIAL PLANNER® and ACCREDITED ESTATE PLANNER ® professional with over 20 years of experience in the financial industry, Jennifer Strong works closely with individuals, families, and business owners to develop customized financial plans that address retirement planning, tax strategies, income generation, insurance needs, and wealth preservation. Whether you're planning for retirement, navigating business succession, or managing a major life transition, we take genuine interest in getting to know you and providing thoughtful financial counsel that evolves with your changing needs.
Specialties
Kate Capital Group specializes in serving individuals and families seeking guidance to plan for life's most important goals, with retirement planning at the forefront. We take pride in guiding clients through pivotal financial moments—especially those who find themselves managing finances independently for the first time due to divorce, loss of a spouse, or inheritance. With patience, education, and comprehensive planning, we help clients gain confidence and achieve financial independence. Our approach integrates saving strategies, budget analysis, investment planning, tax optimization, and risk management to create a holistic plan that brings clarity and peace of mind to your financial future.Our expertise extends to business owners who need strategic advice on employee retirement plans, business succession planning, and tax strategies.
Registered Investment Advisor | Kate Capital Group LLC is a Registered Investment Advisor firm.
Jennifer Strong
CFP® AEP®
Jennifer Strong
CFP® AEP®
Jennifer Strong, CFP® AEP® has over 13 years as a Financial Advisor. She provides thoughtful financial counsel to her clients by taking genuine interest in getting to know them. A Ventura County resident since 1992, Jennifer’s family and community fuel her joy.
More about Jennifer: LinkedIn
Registered Investment Advisor | Kate Capital Group LLC is a Registered Investment Advisor firm.
Daniella Olivar
Client Service Associate
Daniella Olivar
Client Service Associate
(805) 418-7552
support@katecapitalgroup.com
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Positive Years
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Women
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Extra Value
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Confidence
S&P 500 annual returns have been positive in 38 of the last 46 Years. Brett Danko (Source: Standard & Poor’s, FactSet, J.P. MorganAsset Management, Morningstar. Returns based on price and dividends.)
Bank of America (June 2022) – Their Women and Financial Wellness study found that 94% of women believe they will be personally responsible for their finances at some point in their adult life.
Research from Vanguard suggests that financial advisors following best practices can potentially add approximately 3% in net value to clients over time through behavioral coaching, tax optimization, and strategic planning. Vanguard, “Putting a Value on Your Value: Quantifying Vanguard Advisor’s Alpha,” July 2022
71% feel confident about retirement with an advisor vs. 31% without Bank of America
Life is like riding a bicycle. To keep your balance, you must keep moving.
Albert Einstein
Give a woman a dollar, and she can put it to good use. Teach her about how money really works, and she can change the world.
Linda Davis Taylor
Someone’s sitting in the shade today because someone planted a tree a long time ago.
Warren Buffett
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