Kathy Krzeminski
Need guidance with achieving financial success? I can help you envision it, plan it, and prepare for it with personal and business financial strategies.
My life’s experiences imparted vast support for your busy life, financial inexperience or intimidation. I will guide you through the processes methodically to help facilitate your knowledge, understanding and confidence.
Let’s design the plan together to help lead you and your family from today into your retirement and to prepare a legacy for your descendants.
LET’S CONNECT TO GET STARTED
EDUCATION AND CREDENTIALS:
FINRA Series 7 and 66 securities registration, Life, Health & Annuities license
Master’s Degree in Architecture and Community Design from the University of South Florida
Offering assistance with financial planning for individuals, families and businesses
Retirement planning – Investment Strategies – Life & Disability Insurance – College Funding Planning – Business Strategies – Wealth Transfer – Income Protection
Small Business owner
Fluent in English, Polish, Knowledge of Russian, Spanish
INTERESTS:
Competitive Volleyball (indoor/beach) – Ice Skating – Biking –Architecture/Design – Math Puzzles – Gardening – Watercolor Paining – Writing - Hiking – Foreign Languages – Cooking
Travels: Canada – Poland – Germany – France – Spain – Holland – Luxemburg – Italy – Austria – Andorra – Switzerland – Czech Republic
California Insurance License #: 0L34332
Securities
and investment advisory services
offered through Equitable Advisors, LLC (NY,NY
212-314-4600), member
FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah
as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.