Empowering Your Financial Future, Together.

Kate Fussell, CFP® is an Associate Wealth Advisor at NorthCoast Asset Management. She enjoys building strong client relationships and takes a thoughtful, approachable style to wealth management, with an emphasis on making complex financial matters easier to navigate.

Kate is a CERTIFIED FINANCIAL PLANNER™ professional with experience serving high-net-worth and ultra-high-net-worth individuals and families. Her experience has shaped a holistic approach to wealth planning, with an emphasis on coordinating investment, tax, and estate considerations alongside clients’ attorneys, accountants, and other trusted professionals.

Kate grew up in Florida and attended the University of South Florida. Outside of work, she is an avid hiker, knitter, and home cook and has a longtime interest in gardening and botany.