Kat Whitney, EA

Tax Accountant/Owner at Whitney & Associates
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Contact Information
Location
San Francisco Bay Area

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5.0

/5.0
/ Based on 2 ratings
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Erin (Clark) Chadda

My husband and I hired Kat to help us with our loan modification process. We had spent over a year communicating with our bank before we hired her. She was able to put a package together that highlighted our loan needs efficiently within a few weeks of hiring and the approval for our modification went through within three months. We are so happy that entrusted our loan needs to Kat and highly recommend her.

Jason Papier

Kat helped my wife and I secure financing for our second home. I've worked with other brokers in the past, both personally and professionally, and I found Kat's knowledge, service, and dedication to be second to none. The mortgage market was changing rapidly during our purchase and she navigated the shifting currents, keeping us updated on the process and strategies along the way. In the end we were able to secure a loan than was perfect for us with great terms. I am very pleased with the product and services she provided and wouldn't hesitate to recommend Kat to others looking for the right loan.

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Experience

Education

  • California State University, Stanislaus
    BS
    1992 - 1995

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