Areas of Focus: Specialty practice in relationship finance; resolving money issues. Also provide personal financial planning, retirement income strategies and divorce financial counseling. I am a certified financial planner (tm) practitioner and a certified divorce financial analyst (tm). Member FINRA and SIPC.
Phone: (928) 460-5522
Cross Streets: Near the intersection of Crossings Dr and Clearwater Dr
Open now
- Wed 7:30 AM - 5:00 PM
3623 Crossings Dr Prescott, AZ 86305 ·1855.11 mi
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Reviews
yelpKathleen has been managing my financial portfolio for a few years now and through her outstanding expertise, it has grown steadily and remained healthy. I really appreciate how well Kathleen stays...
MoreMy husband and I met with several financial and relationship advisers. Kathleen was professional, easy to speak with, insightful, and most of all, a very impartial adviser listening to both my...
MoreI am very happy with my adviser, Kathleen Nemetz. She is smart, financially sophisticated but personally down to earth, and a person of high integrity. Kathleen has been my adviser since 2009. I...
MoreDid not have a good experience for my divorce financial split. Hired her to split RSU's and options, and she spent my money on working up various potential division models for alimony and other...
MoreKathleen was recommended to us by our mortgage broker, so when we saw that she was teaching a Relationship Finance for Couples class through the San Rafael Community Center, we signed up right...
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