- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Elder Care Issues
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Planning for Business Owners
- Cash Flow and Budgeting
San Diego, CA 92108
Bethesda, MD 20814
Kate Fries is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?
Kate Fries is a financial advisor with The Family Firm and is responsible for personal financial planning services for clients. She is a NAPFA-registered financial advisor and a CERTIFIED FINANCIAL PLANNERTM professional.
Prior to joining The Family Firm, Ms. Fries served as a financial planning coordinator at a fee-only financial planning firm in Birmingham, AL.
Ms. Fries holds a Bachelor of Science degree in Consumer Sciences with a concentration in Family Financial Planning from the University of Alabama, as well as a Bachelor of Science degree from the College of Communications at the University of Texas. She is also a graduate of the Financial Planning Association's Residency Program.