Kathleen Morley
About Kathleen Morley
Kathleen Morley serves as the Marketing Director at World Financial Group, where she has worked since 2013. She specializes in teaching financial concepts and helping clients optimize their financial strategies for both immediate and long-term wealth accumulation.
Work at World Financial Group
Kathleen Morley has served as the Marketing Director at World Financial Group (WFG) since 2013. In this role, she operates in the Stockton, California area and collaborates with both small and large companies. Her responsibilities include tailoring financial solutions to meet the specific needs of diverse clients, which encompasses individuals, families, and business owners.
Education and Expertise
Kathleen Morley studied at Sierra High School in Tollhouse, California, before pursuing higher education at Fresno Pacific University. She earned a Bachelor of Arts (B.A.) in Liberal Arts with a focus on Education and Teaching. Her educational background supports her passion for teaching financial concepts to a wide range of clients.
Background
Kathleen Morley's professional background is centered around financial education and client support. She emphasizes the importance of saving money and increasing wealth, focusing on helping clients make their money work harder for them both now and in retirement. Her approach is designed to address the financial concerns of her clients effectively.
Passion for Financial Education
Kathleen Morley is dedicated to teaching financial concepts to a diverse clientele. Her passion lies in empowering individuals, families, and business owners with the knowledge and tools necessary to manage their finances effectively. This commitment to financial education is a cornerstone of her work at World Financial Group.