Kathleen L. Lindquist, CFP^®

 

Kathleen has spent her career helping clients work towards and achieve their retirement dreams.
She loves to guide people on how their money can work harder for them and how to live with the clarity
of being on track for the lifestyle they love.

Kathleen has been licensed for over 20 years and has the CERTIFIED FINANCIAL PROFESSIONAL™
designation. She is a fiduciary who puts her clients’ interests first. She also has the Certified Divorce
Financial Advisor (CDFA) credential to help people understand their finances during the separation
process. She has served on the board of the Financial Planning Association of San Diego and was the
Director of the Women’s Initiative of San Diego in 2018-2019.

Personally, Kathleen loves spending time with her husband and two boys going camping at the beach,
mountains and desert with family and friends. She also loves travelling and her favorite trips are when
the language and currency changes. Her passions are riding horses, cooking, hiking, and hosting for
family and friends.