Kathleen Charles
Business details
- Category
- Financial Services · Financial planner
- Address
- 3650 Mount Diablo Blvd, Lafayette, CA 94549
- Phone
- (925) 310-4974
- Website
- sextantwealthmanagement.com
- County
- Contra Costa County
Hours
- Monday: 8 AM–5 PM
- Tuesday: 8 AM–5 PM
- Wednesday: 8 AM–5 PM
- Thursday: 8 AM–5 PM
- Friday: 8 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About
Kathleen Charles brings personal financial planning to Lafayette and the surrounding communities of Contra Costa County. We work with individuals and families who want a clear, thoughtful approach to managing their money and planning for the future.
Our focus is on understanding your goals first, then building a plan that addresses your priorities, whether that is saving for retirement, preparing for major life transitions, or simply gaining more confidence about your finances. We take the time to explain each step in plain language so you always know where you stand and why we recommend what we do.
We are proud to serve clients across Lafayette and the East Bay who value a steady, personal relationship with their financial planner.
To learn more about how we can help, reach out to us through our website.
Our focus is on understanding your goals first, then building a plan that addresses your priorities, whether that is saving for retirement, preparing for major life transitions, or simply gaining more confidence about your finances. We take the time to explain each step in plain language so you always know where you stand and why we recommend what we do.
We are proud to serve clients across Lafayette and the East Bay who value a steady, personal relationship with their financial planner.
To learn more about how we can help, reach out to us through our website.