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8:30AM - 4:30PM
1301 Redwood Way Suite 245, Petaluma
Investing
9:00 AM - 5:00 PM
333 S McDowell Blvd, Petaluma
Investing
8:30AM - 4PM
755 Baywood Dr Suite 370, Petaluma
Investing
8AM - 5PM
20 Petaluma Blvd S, Petaluma
Investing
8AM - 4:30PM
1425 N McDowell Blvd STE 110, Petaluma
Investing
8:30AM - 5PM
26 4th St Suite B, Petaluma
Investing
Investing
Investing
Investing
“I've just started working with Katherine, but so far it's been a great experience. Not only do I feel that my investments will be handled well, but I am getting help looking at my full financial life plan. I have felt like my goals, such as home renovations, were out of reach or just a bit scary to plan for on my own. With Katherine I feel like I have a partner to help me get there. She's also provided introductions to other professionals so that I can have a team (financial, legal, tax) working together on my behalf. I never feel rushed when I'm meeting with her and there are no stupid questions. I was a little worried about working with an advisor that would lecture me on where I'm at with retirement, but Katherine is super positive and optimistic about starting from where you are at and reassuring you that you can get to where you want to be in a realistic timeframe.”