Kate Wallace
CFP®, ChFC®, RICP®, APMA®
Basepoint Wealth
President, Senior Wealth Advisor, Founding Partner
Kate Wallace
CFP®, ChFC®, RICP®, APMA®
Basepoint Wealth
President, Senior Wealth Advisor, Founding Partner
True joy comes when you inspire, encourage, and guide someone else on a path that benefits him or her.” ~Zig Ziglar - Kate Wallace, CFP®, ChFC®, RICP®, APMA®
Fee-Only financial planner located in Cedar Rapids, Iowa, serving clients locally and across the country
Kate Wallace is a Cedar Rapids, Iowa fee-only financial advisor serving clients locally and across the country. Basepoint Wealth provides comprehensive financial planning, investment management, tax planning, and retirement plan solutions to help individuals and businesses organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Kate Wallace is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Kate Wallace serves as both President of Basepoint Wealth and a Senior Wealth Advisor with over 20 years experience developing and supporting the financial plans of families and small business owners. As a managing partner, Kate values the amazing team Basepoint has created and cheers on their success, hard work and ongoing development.
Stating the reason why she got into the finance business, "My degree from Cornell is in Psychology and Secondary Education. I always wanted to be a teacher. I remember the first time I taught a neighborhood friend to ride his bike without training wheels; it was so satisfying! Although I didn’t end up teaching high schoolers, what I love about my career is the same feeling I get today when I help someone achieve a financial goal. It is very fulfilling to be a part of the process".
Kate and her husband Allen enjoy spending time with their three children, extended family, and friends. Kate is a fixture at Orangetheory Fitness, plays competitive tennis, recreational pickleball, roots on Iowa Hawkeye Athletics, and loves watching Tom Hanks movies. She is currently enjoying learning about ancient Egypt's history and culture.
Kate serves on the board of directors of the CR Metro YMCA, as well as the advisory committee for the new Marion YMCA and Community Center. She enjoys volunteering with HACAP (Hawkeye Area Community Action Program) and served as a former board member of the Professional Women’s Network (PWN).
Basepoint Wealth is an independent, fee-only wealth advisory firm based in Cedar Rapids, IA. Our goal is to make fiduciary financial advice more accessible to regular families. No commissions, no sales or pressure, just quality financial planning for an affordable fee. Visit our website to find out more!
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Kate Wallace is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Kate Wallace is a Chartered Financial Consultant® (ChFC®)Chartered Financial Consultant® designations are granted upon completion of seven required courses and two elective courses. Those who earn the designation are understood to be knowledgeable in financial matters and to have the ability to provide sound advice.
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Kate Wallace is a Retirement Income Certified Professional® (RICP®)A professional designation for experienced financial advisors and investment managers who have passed coursework to become experts in retirement income planning. A Retirement Income Certified Professional® helps retirees and near-retirees develop and implement a plan for managing the financial assets they have accumulated for retirement and a set realistic budget to help meet life goals.
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Kate Wallace is an Accredited Portfolio Management Advisor (APMA®)Individuals who hold the APMA® designation have completed a course of study encompassing client assessment and suitability, risk/return, investment objectives, bond and equity portfolios, modern portfolio theory and investor psychology. Students have hands-on practice in analyzing investment policy statements, building portfolios, and making asset allocation decisions including sell, hold, and buy decisions within a client’s portfolio. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.
Contact Kate Wallace
Office Locations:
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4144 Golf Street NE
Cedar Rapids, IA 52402 -
4620 E 53rd St
Suite 203
Davenport, IA 52807
