Kathryn L. Fitzgerald, MSFP, CFP®

Financial Planner,
Financial Services Representative

CA Insurance Lic. 0A40771
State of Domicile: CA

Wealth Management

Using a client centered, goal driven approach, assets are managed with a focus on the following factors:

1.  Time frame before you need to use the assets.

2.  Potential inflation effects on your investment return.

3.  Stock market volatility and risk.

4.  Taxation of your investments.

5.  Interest rates.

6.  Does the investment need to provide income now or in the future.

While there are many financial products and services available, not all are suitable for your needs and goals. Finding the right asset mix is critical to achieving your investment goals.

Contact Information:

Napa Planner Financial Group

1700 Soscol Ave. Suite 24
Napa, CA 94559

Kathryn Fitzgerald is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC. Member SIPC. Napa Planner Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. 1255 Treat Blvd, Suite 400, Walnut Creek, CA 94597. (925) 949-7400. 

CA. Insurance License #0A40771

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