Napa Financial Strategies

Kathryn L. Fitzgerald, MS CFP

Kathryn L. Fitzgerald is a financial planner with Napa Financial Strategies and Insurance Services. Kathy offers full service, comprehensive financial and retirement income planning and is committed to helping her clients improve their long-term financial success and achieve their financial goals. Her customized programs are designed to grow, protect, and conserve clients' wealth by delivering a high level of personalized service and expertise.

Veterans and their Families

Assisting Veterans and their families plan for and pay for long term care costs.

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Service Area

Proudly serving the Greater San Francisco Bay area and Northern California.

Contact Us

Kathryn L. Fitzgerald, MS CFP
Napa Financial Strategies

CA insurance lic # 0A40771

Phone: (707) 253-2400

1700 Soscol Ave Suite 24,
Napa CA 94559

Email: Kathy@NapaPlanner.com
Web: www.napaplanner.com

Kathryn L. Fitzgerald is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC. Member SIPC.

Napa Financial Strategies and Insurance Services is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. 10960 Wilshire Blvd. Suite 2100, Losa Angeles, CA 90024 (310)689-3300. Transactions may not be accepted by email, fax, or voicemail.

About Kathy

Kathy graduated with a Bachelor's of Science degree from the University of California at Davis in 1985. After working for a large mutual fund company, she relocated to Napa, CA where she worked for a community bank, an annuity wholesaling firm, and was the operations supervisor for a broker dealer specializing in the banking industry. In 1996, Kathy became an independent financial advisor, achieving her Certified Financial Planner ™ designation in 2004. She earned a Masters of Science in Personal Financial Planning from the College of Financial Planning in 2006.