Kathleen is a Paraplanner at The Wealth Consulting Group's Advisor Resource Center. She graduated from San Diego State University with a degree in Finance in 2019. Thereafter, she joined WCG as an intern and progressed into the paraplanner role over the past years. She assists the team by preparing the initial stages in creating personal financial plans for clients and provides supportive services to advisors.
In her free time, she enjoys working out and practicing yoga.