Financial Planning Coordinator
Kathleen is a Financial Planning Intern at The Wealth Consulting Group. She assists the team by preparing the initial stages in creating personal financial plans for clients and provides supportive services to advisors. She recently graduated from San Diego State University with a degree in Finance and she is eager to continue learning in the Financial Services industry.
Kathleen was born in the Philippines and has lived in San Diego since she was 7. In her free time, she enjoys working out and practicing yoga.