Napa Planner Financial Group, An office of Metlife

Kathryn L. Fitzgerald, MS CFP

Kathryn L. Fitzgerald is a financial planner with Napa Planner Financial Group, an office of MetLife. Kathy offers full service, comprehensive financial and retirement income planning and is committed to helping her clients improve their long-term financial success and achieve their financial goals. Her customized programs are designed to grow, protect, and conserve clients’ wealth by delivering a high level of personalized service and expertise.

Veterans and their Families

Assisting Veterans and their families plan for and pay for long term care costs.

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Service Area

Proudly serving the Greater San Francisco Bay area and Northern California.

Contact Us

Kathryn L. Fitzgerald, MS CFP
Financial Services Representative
Napa Planner Financial Group, An office of Metlife

CA insurance lic # 0A40771

Phone: (707) 257-1545

1150 Monticell Rd. Napa, CA 94558

Email: Kathy@NapaPlanner.com
Web: www.napaplanner.com

Metropolitan Life Insurance Company (MLIC), New York, NY 10166. Securities and investment Advisory services offered by Metlife Securities, Inc. (MSI) FINRA (SIPC), a registered investment advisor. MLIC and MSI are Metlife, Inc. companies.

About Kathy

Kathy graduated with a Bachelor’s of Science degree from the University of California at Davis in 1985. After working for a large mutual fund company, she relocated to Napa, CA where she worked for a community bank, an annuity wholesaling firm, and was the operations supervisor for a broker dealer specializing in the banking industry. In 1996, Kathy became an independent financial advisor, achieving her Certified Financial Planner ™ designation in 2004. She earned a Masters of Science in Personal Financial Planning from the College of Financial Planning in 2006.