Kate M. Wilusz,  CFP<sup>&reg;</sup> - Financial Advisor

Kate M. Wilusz, CFP®

Private Wealth Advisor, President

Wilusz and Associates

611 Humboldt Street
Santa Rosa, CA 95404
(415) 623-2455


Kate Wilusz is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wilusz and Associates in Santa Rosa, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • Other - CRPC

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Disclaimer

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate Planning, Investment Management, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Long-term Care


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