Kathryn L. Fitzgerald, MSFP, CFP®

Financial Planner,
Financial Services Representative

CA Insurance Lic. 0A40771

My Qualifications

As a CERTIFIED FINANCIAL PLANNER™ professional, I am dedicated to the prudent care and stewardship of my clients' assets. My experience helps guide my clients to plan for a stable retirement, maintain investments suitable to their goals, and  ultimately transfer assets and wealth to future generations.  I have been active in the financial services industry for over 25 years.

I received my Bachelor of Science degree from the University of CA, Davis.  I also received my Master of Science degree in Personal Financial Planning.  A native of the Chicago area, I have been a resident of Napa County for over 25 years.  While not tending to my client’s accounts, I am active in my community and a member of the Kiwanis Club of Napa.

 

Contact Information:

Napa Financial Strategies and Insurance Services

1700 Soscol Ave. Suite 24
Napa, CA 94559

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

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