Trusted Financial Advisor

Ms Katherine Barrett Fries CFP

Ms Katherine Barrett Fries CFP

The Family Firm

3111 Camino Del Rio N Ste 400, San Diego, CA

90% Trust Score
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Compensation
Fee Only
Min. Assets
$600,000
Languages
English
License
Not Validated

Areas of Expertise

Budget Development, Comprehensive Financial Planning, Education Planning, Estate Planning, Healthcare Planning, LGBT Individuals and Couples, Life Transitions

Client reviews 1 published

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

Certified Trusted Financial Advisor