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

NAPFA Start Date

August 14, 2019

Submit
Submit

This Office

100 Europa Dr Ste 410 Chapel Hill, NC 27517-2394 Phone: (919) 459- 8181