100 E. Sheldon St Suite 105
Certified financial planner and investment 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 invaluable knowledge of pre-retirement accumulation strategies and for retirees, income generation and estate planning. Kathleen works closely with the local legal community in planning for legacy gifts as well as the management and investment of trusts and estates. For people dependent on their investments, she practices ‘prudent man’ fiduciary standards. A former expatriate, having lived in France for 7 years, Kathleen offers specialized skills in planning and investing.