Kathryn L. Fitzgerald,  CFP<sup>&reg;</sup> - Financial Advisor

Kathryn L. Fitzgerald, CFP®

Silverleaf Financial

1700 Soscol Ave, Suite 24
Napa, CA 94559
(707) 253-2400

General

Kathryn Fitzgerald is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Silverleaf Financial in Napa, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Nontraditional Households, Women's Finances

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