Kathleen Sweeney, CFP®, CLU, ChFC, CASL®

California

Region covered: California - San Diego and Imperial Counties

Kathleen has 20 years experience in financial planning and is a Certified Financial Planner®. She is a graduate of the Personal Financial Planning Program at the University of California, Irvine. Kathleen has earned the Chartered Life Underwriter and Chartered Financial Consultant designations from The American College. She has an extensive background in estate and financial planning, charitable planning, retirement planning and investments.
 

For more information about Planned Giving, call 1-800-227-1885.
To contact this Estate & Asset Services Director by email, click on kathleen.sweeney@cancer.org.