McClurg Capitol Financial Advisor,
415-472-1445, 888-472-1430, 950 Northgate Drive #301 San Rafael
MBA, CFP, CDFA Certified financial planner and investments manager Kathleen Nemetz works with clients who want to establish solid financial foundations to realize their dreams. She earned her MBA in finance at Pace University in New York. A registered investment advisor, Kathleen offers hands on accumulation strategies and for retirees, income generation and estate planning. Kathleen works closely with the local legal community in planning for legacy planning as well as for the management and investment of trusts and estates. She practices ‘prudent man’ fiduciary standards when choosing individual investments for her clients who are already dependent on retirement accounts. A former expatriate, having lived in France for 7 years, Kathleen offers specialized skills in planning and investments for the often more complex needs of noncitizens, for people choosing to live abroad, and people already naturalized living in the U.S. She is bilingual in French, and is active in the French community. Kathleen is the proud mom of a recent masters in biology grad from the UC of California. She encourages parents of all ages to plan for the education of their children and grandchildren. For anyone aspiring to enter professions, education is of course, indispensable. Financing it is an essential goal. Her professional affiliations include membership the Novato Chamber of Commerce. She is a co-founder of the Women’s Collective of Marin, a public education group sponsoring quarterly forums on topics of interest to women, and a volunteer for the Milo Foundation, rescuing unwanted horses and other animals. She also supports wildlife charities including Wildcare of San Rafael. A public speaker and published author, she is the producer of a community television program appearing on nonprofit CMCM-TV Channel 26, Marin, called “Women On Money.” In her spare time, she loves hiking and equestrian activities in the wilds of Marin.