Kate M. Wilusz, CFP^®

Founder, Certified Financial Planner®

Fiat Lux Financial Planning

166 Geary St, Suite 1500
San Francisco, CA 94108

FINANCIAL ADVISOR'S WEBSITE

www.fiatluxfp.com

(415) 965-3633

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Hourly or flat rate for comprehensive financial planning.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

General

Kate Wilusz is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Fiat Lux Financial Planning in San Francisco, CA and the surrounding communities.

Financial Advisor Overview

After 20 years of running a successful financial planning and asset management practice, I am returning to what I love. Financial planning. No asset management or products, just high-quality advice and assistance with implementing that advice available to clients of all asset levels and life stages.

Financial Advisor Experience

I have twenty years of experience in asset management and financial planning. Please refer to my LinkedIn or website for details.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - CRPC

Insurance Licenses

Life insurance
Health/disability insurance
Fixed annuities
Variable annuities

Broker-Dealer Disclaimer

FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Business Taxes, Disaster Recovery, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Real Estate, Insurance, Retirement, Stocks & Bonds, Startup, Succession Planning, Tangible Assets, Long-term Care, Sudden Wealth, Personal Taxes, Women's Finances