BETTY KATSAROS, CLIENT SERVICES ASSOCIATE
Betty joined the California Wealth team’s Brea office in 2022, bringing with her over 20 years of experience in the industry as a Client Services Associate, starting with Merrill Lynch in 2000. She holds both a Series 7 and Series 63 license, and provides support for the financial advisors by handling paperwork, preparing for meetings between advisors and clients, and serves as the primary point of contact for routine client inquiries.
Her deep commitment to the clients she serves is reflected in her many long-term relationships with the people she’s helped over the years, and her knack for anticipating clients’ needs makes her exceptionally well-suited for this position with CWT. A firm believer in the power of collaboration and idea sharing, Betty enjoys working with other team members to find customized solutions to the complex issues facing clients as well as developing efficient processes for office projects.
Born and raised in a large family from Chicago, Betty is an avid photographer and has two grown sons, both of whom are passionate about art in all its forms. They spend time each year exploring someplace new, and enjoy everything from sports to museums, concerts, local events, cooking, spas and nature walks. She also shares a sense of adventure with her boyfriend, from whom she has been learning wilderness and camping skills.
In her spare time, Betty volunteers for Toys for Tots and Habitat for Humanity, and is an advocate for Human Rights, the environment, and self-healing.