Kathleen Villegas (CFP®)

Kathleen Villegas focuses in the
following client markets or areas of practice:
- Charitable Giving
- College/Education Planning
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Socially Responsible Investments
- Charitable Giving
- College/Education Planning
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Socially Responsible Investments
NAPFA Start Date
August 14, 2019