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  • 2054 Vista Parkway, Ste 400 West Palm Beach, FL 33411
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Kate Stalter

Investment Advisor

Kate Stalter is a Series 65-licensed financial advisor at Blue Marlin Advisors. She’s currently investment columnist for Forbes, U.S. News & World Report and MarketBeat.

Kate’s expertise spans asset allocation, technical and fundamental analysis, retirement strategies, income generation, risk management, and sector and industry analysis.

Kate previously founded and managed an investment advisory firm in Santa Fe, New Mexico, which she sold in 2020. She enjoys working closely with clients to help them find financial peace of mind.

She has also worked as an editor and stock trading instructor for Investor’s Business Daily, and contributed as a columnist, podcast host, and video host for MoneyShow.com. She has also been a contributor to Morningstar magazine.

Kate has an undergrad degree from Saint Mary’s College, Notre Dame, Indiana, and an MBA from the Kellogg School of Management at Northwestern University.

BLUE MARLIN ADVISORS, LLC
941 West Morse Blvd., Ste 100
Winter Park, FL 32789
hello@bluemarlinadvisor.com
407-498-5778

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