Life AS Planned, based in San Rafael, CA, is a financial planning firm led by Kathleen Nemetz, a Certified Financial Planner with a background in finance from Pace University. Specializing in helping clients establish solid financial foundations, Kathleen works with individuals to create customized portfolios to achieve their financial goals.
With a focus on strategic planning for a secure future, Life AS Planned offers guidance on achieving financial independence through tailored plans that address saving habits, investment strategies, and life changes such as marriage or retirement. Kathleen Nemetz and her team at Life AS Planned aim to provide clients with the tools and expertise needed to navigate their financial journey towards a more secure and prosperous future.
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