Kate  Fries

Kate Fries

| CFP®

The Family Firm, Inc.

Fee Only Financial Planner Located in San Diego, CA and Serving Clients Nationwide

Specialties

  • 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

Our Other NAPFA Members

Visit Us

3111 Camino Del Rio North
Suite 400
San Diego, CA 92108

8120 Woodmont Avenue
Suite 630
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.