Kathleen Boyd, CFP®, CSLP®, CBDA

Kathleen Boyd, CFP®, CSLP®, CBDA

Financial Planner


Student Loans, financial planning, investment management, and crypto. Industry-specific planning expertise: Lawyers, Government, Education and Non-profit


Kathleen earned a Bachelor of Science in Economics and a Master of Science in Finance from the University of Utah. She also holds a Master of Science in Financial Planning and completed doctoral studies in Financial Planning & Therapy, both at Kansas State University.


Certified Student Loan Professional (CSLP®) CERTIFIED FINANCIAL PLANNER™ (CFP®) Certified in Blockchain & Digital Assets (CBDA)

More About Kathleen

Kathleen Boyd is a financial planner who holds the CERTIFIED FINANCIAL PLANNER Professional™ (CFP®), Certified in Blockchain & Digital Assets (CBDA) and Certified Student Loan Professional (CSLP®) designations. Kathleen has worked in the financial services industry for over 10 years, having started her career in private wealth managing investment portfolios for institutional clients and working in boutique advisory firms providing comprehensive financial planning services for individuals. She is a proud first-generation college graduate and understands first-hand what it feels like to be saddled with education debt, having financed her own college education with student loans.

Kathleen lives in Southern California and loves to spend her free time enjoying everything the city has to offer, from the beautiful sandy beaches to weekend festivals and the occasional California burrito. Kathleen is also a faculty member in the Graduate Department of Family Financial Planning at Oklahoma State University.