Kathleen Nemetz, MBA, CFP, CDFA, Neighbor

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 New York.

For people planning life transitions, Kathleen can offer invaluable knowledge of marriage, divorce and estate planning matters. She works closely with family law and estate planning attorneys to protect a couple's mutual interests. These discussions also aim to protect dependents and children, for current financial stability and for legacy gifts and the eventual disposition and investment of trusts and estates.

Kathleen also offers several areas of specialty expertise. Having worked and lived abroad for seven years, Kathleen offers skills in planning and investments for the often more complex needs of noncitizens as well as people already naturalized living in the U.S. With a prior career in technology, she is also able to counsel people about their compensation packages including stock options for that sector.

Reach her at 415.472.1445 x 306.