About Me

My mission is to help you define what you want in life and use your money to get it. I will partner with you to create a Financial Life Plan that is 100% yours

Before I became a Financial Life Planner, I had tried DIY planning.

I tried to create my own, do-it-yourself plan using books, online tools, and my friends’ advice… and failed miserably. My situation, like yours, needed a tailored plan, not cookie-cutter online solutions.

My name is Kerry Read, and I am a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp.

I am licensed to sell insurance products in the following states: Arizona, Florida, Georgia, Oregon, South Carolina, Texas, and Washington, and registered to sell securities in the following states: Arizona, California, Colorado, Florida, Georgia, Kentucky, Oregon, Texas, and Washington.


There were just too many questions about my specific situation that I couldn’t answer without professional help! After going through the Lincoln Financial Advisors financial planning process myself, as a client, I gained both a plan and a second career. Years later, I am proud to be working with single, divorced, and widowed women and tech professionals.


I built a lot of skills and knowledge before my career change, and now I love applying that experience to simplify financial concepts for my clients and help them make great decisions.

Before joining Lincoln Financial Advisors, I spent 15 years doing marketing research, predominantly for high-tech, multinational corporations like Philips Electronics and Microsoft. Prior to that, I received my Ph.D. in Experimental Psychology from the University of California, Santa Cruz, where I specialized in research methods and statistics. I also hold B.A.s in Psychology and Philosophy from the University of California, San Diego.

In my spare time, I like reading, Pilates, discovering new restaurants and microbreweries, and exploring the byways of Washington and Oregon with my husband, Andrew.

Your situation is unique, so a true Financial Life Plan must cover every area of your life and be tailored just for you.

Schedule a complimentary, one-hour consultation to find out if my kind of Financial Life Planning is for you.

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