Trusted Financial Advisor

Kathleen Lindquist CFP

Kathleen Lindquist CFP

San Diego Wealth Management

6265 Greenwich Dr Ste 100 D, San Diego, CA

90% Trust Score
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Compensation
Commission and Fee
Min. Assets
$0
Languages
English
License
Not Validated

Areas of Expertise

Comprehensive Financial Planning, Education Planning, Investment Planning, Long-Term Care, Retirement Planning, Socially Responsible Investments, Young Professionals

Client reviews 1 published

1 Favorable
0 Unfavorable
0 Neutral
Client
May 12, 2020
Favorable

Certified Trusted Financial Advisor