Kathryn L. Fitzgerald, MSFP, CFP®

Financial Planner,
Financial Services Representative

CA Insurance Lic. 0A40771

Products and Services

  • Comprehensive Financial Plans
  • Portfolio Analysis and Review - including 401(k) Plans
  • Asset Allocation and Risk Tolerance
  • Retirement Planning
  • Retirement Income Planning
  • Insurance Review
  • College Education Funding
  • Cash Flow and Debt Analysis
  • Investment Management

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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Check the background of this financial professional on FINRA's BrokerCheck