Kathleen Nemetz, MBA, CFP®, CDFA™
Financial Advisor
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 the Wall Street district of New York.

Pre-retirees and people already into retirement will benefit from Kathleen's knowledge of markets and suitable income and growth investments.
For older clients, Kathleen can offer invaluable knowledge of estate planning matters. She 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.

Kathleen is the host and producer of a quarterly television talk show for women, Women On Money, airing on CMCM-TV. Her community interests also 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 hiking in Marin as well as Sierra Nevada wildernesses.

In tandem with her financial planning work, Kathleen is also a certified divorce financial analyst, and active with the Marin County Bar Family Law section. 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 and to create proforma budgets for eventual separation.

An Introduction to my practice.


Spring Cleaning for Your Financial Life | May 1, 2019

How Spouses Can Reach Their Financial Goals Togetheri>, Investopedia | June 6, 2018

Ways to Give Gifts That Keep Giving Financially, Investopedia | December 13, 2017

The Cookie Jar Method of Budgeting, Investopedia | September 20, 2017

Things to Consider Before Retiring Abroad, Investopedia | June 9, 2017

How Your Credit Can Affect Homeownership, Investopedia | March 6, 2017

How to Use Tax Mapping to Cut Taxes in Retirement | September 30, 2016

Putting Your Money to Work for the Greater Good, Investopedia | August 25, 2016

Thumbtack Spotlight Interview, Thumbtack | July 2016

High Value Family Home?, San Rafael Patch | September 4, 2015

The New Economy | July 2015

The Do's and Don'ts of Keeping Assets Separate in Marriage | March 26, 2015

Defusing Tension Around Money Talk, Collaborative Practice Marin | January 6, 2015

The State of Wealth, Marin Magazine | July 2014

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