Kathleen graduated from San Diego State University with a degree in Finance in 2019. She took a role as a paraplanner and assists the team by preparing the initial stages in creating personal financial plans for clients and provides supportive services to advisors.
In her free time, she enjoys working out and practicing yoga.
The Wealth Consulting Group (WCG) is a marketing name for an OSJ of LPL Financial that supports independent advisors at LPL Financial, a broker/dealer and registered investment advisor. Through WCG, Adam Weiner has access to additional resources to support him, such as administrative support and investment research. WCG and Freedom Financial Team are separate entities from LPL financial.