Kathleen Nemetz, MBA, CFP / Financial Advisor in Prescott, Arizona

Client-centered collaborative investment practice, with practical approach to markets and investments. Specialty practices in growth investing, as well as muni bonds and women's planning issues including marriage and divorce. Quarterly public education events for women feature female experts in roundtable discussions on financial topics.

Specialties

401k Rollover Advisory And Investment Management Annuities & Life Insurance Certified Financial Planner CFP ® Divorce Planning Estate Planning ETFs Financial Mediation Financial Planning Host & Producer MBA Mutual Funds Professional Wealth Management Registered Investment Advisor Retirement Income Planning Rollover Of 401k Or IRA Socially Responsible Investments Stocks Wealth Management Women On Money
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