A Quick Intro to Socially Responsible Investing at SDWM

Kathleen Lindquist

Kathleen Lindquist

Kathleen Lindquist is a Certified Financial Planner (CFP®) professional and has been working in wealth management and investments for over 10 years. She enjoys helping people use planning and investments to work towards their goals in life.

Kathleen was born and raised in San Diego and graduated from Santa Clara University with a B.S. in Economics. Today, she resides in Escondido with her husband and two sons. Together, they enjoy camping at the beaches of San Diego, traveling abroad, and cooking.

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