Kate Fries

The Family Firm

Financial Advisor

Kate Fries

The Family Firm

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Kate Fries

(301) 656-3999

Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country

Meet Kate Fries

Kate Fries is a fee-only financial advisor at The Family Firm, located in San Diego, CA

Kate Fries is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Kate Fries is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Contact Kate Fries

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Office Locations:

  • 3231 Xenophon St
    San Diego, CA 92106

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