Kathleen Charles, MBA 89

Kathleen is an independent Certified Financial Planner/Financial Advisor with an office in Walnut Creek. She works with both families and small business owners. Her areas of expertise include investment strategy, retirement planning, college funding, estate planning and cash flow analysis.

Previously Kathleen was an equity analyst for Hambrecht & Quist, specializing in the environmental services sector. Prior to Hambrecht & Quist she worked in sales and marketing in the chemical industry with Union Carbide and Hercules. Kathleen received a BS in Cellular Biology and an MS in Biochemistry from the University of Michigan. She resides in Orinda with her husband and college-aged son. In her spare time she likes to hike, ski, read, visit art museums, cook and knit