Katherine Rose Evans

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2025 → 06/2026
  Dunham & Associates Investment Counsel, Inc.
  San Diego, CA
• 03/2015 → 06/2020
  Full Time Education
  La Mesa, CA
• 06/2020 → 05/2023
  Full Time Education
  Tempe, AZ
• 10/2020 → 12/2020
  See's Candies
  La Mesa, CA
• 06/2021 → 08/2021
  Vineyard Vines
  San Diego, CA
• 08/2021 → 02/2023
  Sun Devil Athletics
  Tempe, AZ
• 02/2023 → 03/2023
  The Phoenician
  Scottsdale, AZ
• 06/2022 → 08/2024
  The Salvation Army Kroc Center-San Diego
  San Diego, CA
• 09/2023 → 06/2024
  San Diego Gulls
  San Diego, CA
• 09/2024 → 03/2025
  Barton Associates
  Tempe, AZ
• 06/2026 → Present
  Charles Schwab & Co., Inc.
  San Diego, NC

Previous Registrations

• 2025-12-01 → 2026-06-18
  Dunham
  San Diego, CA
  San Diego, CA
  San Diego, CA

Exams

• S66 Uniform Combined State Law Examination
  2025-11-26