Kathleen Nemetz, MBA, CFP®, CDFA™
Financial Advisor
CERTIFIED FINANCIAL PLANNER™ practitioner
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, taking many of her courses at the Wall Street campus. She is also a certified divorce financial analyst, and active with the Marin Collaborative Law Practice. In cases involving marital separation and divorce, Kathleen works closely with the family law attorneys active in the case using financial analysis to value assets for eventual separation.

For older clients, Kathleen can offer invaluable knowledge of estate planning matters. As is a member of the Marin County Estate Planning Council and works closely with estate planning attorneys in planning for legacy gifts as well as the eventual disposition and investment of trusts and estates.

Having worked and lived abroad for seven years, Kathleen offers specialized skills in planning and investments for the often more complex needs of noncitizens as well as people already naturalized living in the U.S. She is bilingual in French.

Her community interests include the Women's Collective of Marin, a public education group sponsoring quarterly forums on topics of interest to women; Wildcare of San Rafael, and biking the beautiful coastlines of Marin. She is active in the Collaborative Law Practices of Marin and San Francisco.