Kathleen Nemetz, MBA, CFP®, CDFA®
Wealth Advisor, CERTIFIED FINANCIAL PLANNER™ Professional
Wealth Advisor and Certified Financial PlannerTM professional Kathleen Nemetz works with clients who want to establish solid financial foundations to realize their dreams.
For people planning life's transitions, Kathleen can offer invaluable knowledge of retirement income, divorce and estate planning matters. As an investment advisor, she builds retirement portfolios aimed at generating steady income and long-term growth. Advisory services are available through Stratos Wealth Partners; and brokerage services available through LPL Financial, including buying and selling stocks and corporate and municipal bonds.
Within the community, she networks with CPA, tax planning and legal professionals. She is a founding member of the community group Women On Money TM, and is formerly a producer of 'Women on Money,' a quarterly television talk show for local station Comcast 26 in Marin County, California. On a personal level, she is active with local equestrian groups and with her faith at a local religious institution. Through Stratos Wealth Partners, she offers financial planning and investment services.
Kathleen is an advisory fee-based certified financial planner and a certified divorce financial analyst, and has cross trained in mediation. Her designations are recognized by the Certified Financial Planning Board and the Institute for Divorce Financial Analysts. She is additionally credentialed as a Certified Plan Fiduciary Advisor, a designation focused on business retirement plans. She earned her MBA in finance at Pace University in New York.
She is able to offer securities are offered through LPL Financial, member FINRA/SIPC. Her investment advice is offered through Stratos Wealth Partners, a registered investment advisor and a separate entity from LPL Financial.
On her website www.life-as-planned.com, there are many articles and videos touching upon various aspects of money, planning and investments.