RetireSD - San Marcos, CA - Financial Advisors

RetireSD

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1501 San Elijo Rd S, 104-309San Marcos, CA 92078

Description

Katherine Kline, ChFC, CRPS focuses on helping business owners and their employees retire comfortably. Kathe has more than 20 years of Retirement Planning experience and has worked with over 1,000 clients to implement strategies that assist them in pursuing their goal of a comfortable retirement.

* Securities and Investment Advisory Services offered through ING Financial Partners, Inc. Member SIPC
RetireSD is not a subsidiary of nor controlled by ING Financial Partners

Business details

Investments

  • Annuities
  • IRAs
  • Mutual Funds
  • Retirement Plans

Minimum Investment

  • No

Planning Types

  • Asset & Portfolio Management
  • Financial Planning
  • Retirement Planning

Certifications

  • Certified Financial Planner

Hours of Operation

  • MON
  • 9:00am
  • 5:00pm
  • TUE
  • 9:00am
  • 5:00pm
  • WED
  • 9:00am
  • 5:00pm
  • THU
  • 9:00am
  • 5:00pm
  • FRI
  • 9:00am
  • 5:00pm
  • SAT
  • SUN

Languages Spoken

  • English

Reviews

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