Kathleen Muniz

With over 15 years of experience in financial services, Kathleen partners with her clients to guide them on the path towards financial security so they can live confident and courageous lives.

Kathleen provides her clients with comprehensive and personalized guidance to help them pursue their desired goals. Her focus is to ensure that her clients understand the profound impact that saving and investing can have on their lives, and that their future is in their control.

Through utilizing sound investment strategies and creating highly personalized plans for her clients, Kathleen is able to help her clients manage their assets and create retirement income that helps them maintain the quality of life that they desire. Kathleen educates, communicates and effectively implements these plans step-by-step with her clients so that the result is a workable guide to their future that they become engaged in and excited about.

Because of the influence of strong women in her life, Kathleen is fueled with a desire to help individuals, especially women, pursue financial independence. By choice or circumstance, most women will be in charge of their own finances. As caregivers to many, women often lack the time it takes to put themselves first and make smart financial decisions. Of course, this happens with men as well. In fact, one of Kathleen’s clients referred to her as his “financial wife.” Kathleen understands and reinforces the needs of all of her clients to address life’s challenges and to make the necessary beneficial adjustments. She endeavors to keep her clients committed to improving their financial situation and pursuing their ultimate goals.

Kathleen graduated from Scripps College in Claremont with a Bachelors of Art in 1997. Her life’s joy is her family: her young son, husband and mother. In her free time, she can be found baking something scrumptious or fondly remembering the days when she had more time to ski, travel, or even complete a marathon, like the Honolulu Marathon in 2006.