Kathleen Nemetz, MBA, CFP®, CDFA®
Wealth Advisor, Partner
CERTIFIED FINANCIAL PLANNER™ practitioner
Certified financial planner and investments manager Kathleen Nemetz works with clients who want to establish solid financial foundations to realize their dreams. She earned her MBA in finance at Pace University in the Wall Street district of New York.

Pre-retirees and people already into retirement will benefit from Kathleen's knowledge of markets and suitable income and growth investments.
For older clients, Kathleen can offer invaluable knowledge of estate planning matters. She works closely with estate planning attorneys in planning for legacy gifts as well as the eventual disposition and investment of trusts and estates.

Having worked and lived abroad for seven years, Kathleen offers specialized skills in planning and investments for the often more complex needs of noncitizens as well as people already naturalized living in the U.S. She is bilingual in French.

In tandem with her financial planning work, Kathleen is also a certified divorce financial analyst, and she is active with attorney professional organizations. In cases involving marital separation and divorce, Kathleen works closely with the family law attorneys active in the case using financial analysis to value assets and to create proforma budgets for eventual separation.

Press

The Do's and Don'ts of Keeping Assets Separate in Marriage | March 26, 2015

Defusing Tension Around Money Talk, Collaborative Practice Marin | January 6, 2015

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