Cathy Milligan

Associate Wealth Advisor

Experience and Education

Cathy supports a wealth advisory team that develops wealth management solutions and financial plans to help clients, including families and individuals, achieve their goals.

Prior to joining Mariner Wealth Advisors, she was a financial advisor at Channel Islands Group. She has also owned and operated a successful mortgage company since 1994. She became a financial advisor in 2008 to expand the scope of financial services and resources beyond real estate financing.

Cathy completed the certificate program for financial planning at UCSB. She also received and has maintained her California Real Estate Broker license since 1997.

Personal Interests

Cathy enjoys spending time with her husband Bernie, their four adult children and grandchild in various activities such as traveling, hiking, boating and camping.

Cathy’s Office

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