Kathleen Sweeney, CFP®, CLU, ChFC, CASL®
Region covered: California - San Diego and Imperial Counties
Kathleen has served as the Director of Estate & Gift Planning, based in San Diego and Imperial counties, for 12 years.
She brings a wealth of financial planning, estate planning and fund-raising experience to her current position. Kathleen has more than 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, Chartered Financial Consultant and Chartered Advisor in Senior Living designations from The American College. She has an extensive background in estate and financial planning, charitable planning, retirement planning and investments. She enjoys building relationships with planned giving prospects and estate and financial planning professionals.
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