Kathleen Nemetz, MBA, CFP®, CDFA®
Certified Financial Planner™ Practitioner
Wealth Advisor and Certified Financial Planner™ 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 representative, she builds retirement portfolios aimed at generating steady income and long-term growth.
Advisory services are available through Stratos Wealth Partners; and brokerage services are available through LPL Financial, including buying and selling stocks and corporate and municipal bonds.
Within the community, she networks with CPAs, tax planning, and legal professionals. She is a founding member of the community group Women On Money™ 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 that are offered through LPL Financial, a member of FINRA/SIPC. Her investment advice is offered through Stratos Wealth Partners, a registered investment advisor and a separate entity from LPL Financial.
Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services.