Kathleen Nemetz

Kathleen Nemetz CDFA®, CFP®, MBA

3623 Crossings Drive Ste. 112
Prescott AZ 86305
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9284605522

Kathleen Nemetz, MBA, CFP^®, CDFA®
Financial Professional

CERTIFIED FINANCIAL PLANNER™ practitioner

CA License #0E71423

Email:  knemetz@stratoswp.com

Firm:                Stratos Wealth Partners, member FINRA and SIPC

Address:           3623 Crossings Drive Ste 112

City:                Prescott

State:   AZ

Zip Code:          86305

Phone: 928-460-5522

Website:           www.life-as-planned.com

 Publications:   Many, please do a Google search for my name.

General Comments:

For family law related matters, Kathleen serves clients in Arizona only.

 Certified financial planner and investments manager Kathleen Nemetz works with clients who want to establish solid financial foundations to realize their dreams.  She earned her MBA in finance at Pace University in New York, taking many of her courses at the Wall Street campus.  She is also a Certified Divorce Financial Analyst^®.  In cases involving marital separation and divorce, Ms. Nemetz works closely with the family law attorneys active in the case using financial analysis to value assets for eventual separation.

“In my work with divorcing clients, I guide them in what I call ‘relationship finance’. When teaming with other collaborative professionals, my goal is to provide the financial analysis supporting closer examination of various divorce settlement scenarios.  I aim to help my clients protect family members in these decisions as well as to help reduce the stress in anticipating outcomes,” Ms. Nemetz said.

For older clients, Ms. Nemetz can offer invaluable knowledge of divorce issues that intertwine with estate planning matters.  She works closely with estate planning attorneys in planning for legacy gifts as well as the eventual disposition and investment of trusts and estates. 

Having worked and lived abroad for seven years, Ms. Nemetz offers specialized skills in planning and investments for the often more complex needs of noncitizens as well as people already naturalized living in the U.S.  She is bilingual in French.

She is an active member of the Institute for Divorce Financial Analysts.