Kate Munoz is the Executive Assistant and Operations Associate of Blue Point Strategic Wealth Management, LLC. Kate’s history in client relations and the experience she gained from employment at Nationwide Planning Associates, Inc., makes her a valuable part of the Blue Point Strategic Wealth Management Team. Kate utilizes her FINRA Series 11 license in addition to her life, health, & variable insurance licenses to provide support to both the CEO of Blue Point Strategic Wealth Management and its client base, as well as assisting in the successful daily operations of the firm. She enjoys contributing to the growth of an organization that she truly believes in and enjoys the dynamic qualities¬†of her position within the firm.