Katy Goshtasbi is a former investment management/regulatory lawyer, branding expert, executive coach, consultant, and speaker. She works with financial advisors, law firms, lawyers and organizations on business development, online presence building, mastering transitions/changes, streamlining processes, finding their authentic voice/power to influence/inspire, improving mental & physical well-being, diversity and developing brands that get their message out effectively to increase revenues.

Katy co-developed the Investment Adviser Registration Depository (IARD) and updated the Central Registration Depository (CRD) while working as a lawyer at the US Securities & Exchange Commission (SEC). She has also led the test question building process for the Series 63, 65, 66 and 7. While at the SEC, Katy helped author many of the Sarbanes Oxley rulemaking related to investment advisors. Katy has Chaired the ABA Law Practice Division and has Chaired the ABA Law Practice Division DEIB Committee. She created and founded the ABA Lawyer Retreat and is the creator of the Emotional Resonance Factor® program. Katy lives with her husband and dog in San Diego, where her husband and Katy founded their non-profit, Josie’s Home, to bring awareness and care to aging dogs, senior citizens and aged-out foster youth.

Katy is certified in Emotional Intelligence and can offer the EQi assessment. She is also certified in NeuroLinguistics Programming (NLP).