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Kathleen L. Lindquist

Financial Life Planner

Kathleen is passionate about helping people use planning and investments to work toward their goals in life. A CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, she has been working in wealth management and investments for over 10 years.

She also has a passion for socially responsible investments and is leading the way for San Diego Wealth’s new socially responsible portfolios.  

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