In 2015, Kathleen earned the Certified Private Wealth Advisor® designation, in advanced wealth management strategies at The University of Chicago Booth School of Business as well as the Applied Behavioral Finance Certificate. Most recently, in 2022 she completed the Retirement Management Advisor® program with the Investments & Wealth Institute®, an advanced certification for financial professionals in building personalized retirement income plans focusing on strategies to manage the challenges of today’s world alongside proven solutions from the past. She chose to work in wealth planning because of her father who loved life and adored his family. Despite building a highly successful professional practice on his own, having no debt and owning substantial real estate, he was not able to live the lifestyle he loved after health issues forced him to sell his practice. His legal, tax and insurance advisors never built a strategy for lifestyle preservation and never communicated, so she and her partner started this planning practice to change the game in planning. Kathleen is originally from Chicago but has lived in Manhattan Beach for the last 30 years with her husband, two daughters and most recently, four grandsons.