Kathleen Tranovich (CFP®, CPWA®)

Kathleen Tranovich focuses in the
following client markets or areas of practice:
- Business Owners
- College/Education Planning
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Business Owners
- College/Education Planning
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
NAPFA Start Date
October 12, 2021