Kate  Fries

Kate Fries

| CFP®

The Family Firm, Inc.

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


  • 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

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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.