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

Kate M. Wilusz, CFP®

Founder, Certified Financial Planner®

Fiat Lux Financial Planning

166 Geary St, Suite 1500
San Francisco, CA 94108
FINANCIAL ADVISOR'S WEBSITE
(415) 965-3633

General

Kate Wilusz is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Fiat Lux Financial Planning in San Francisco, CA and the surrounding communities.

Financial Advisor Overview

After 20 years of running a successful financial planning and asset management practice, I am returning to what I love. Financial planning. No asset management or products, just high-quality advice and assistance with implementing that advice available to clients of all asset levels and life stages.

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Financial Advisor Experience

I have twenty years of experience in asset management and financial planning. Please refer to my LinkedIn or website for details.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • 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, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Business Taxes, Disaster Recovery, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Real Estate, Insurance, Retirement, Stocks & Bonds, Startup, Succession Planning, Tangible Assets, Long-term Care, Sudden Wealth, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources