Choice Financial & Insurance Services

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2440 S Hacienda Blvd Ste 204
Hacienda Heights, CA 91745
+1 (626) 333-5558
https://www.kathleenstapleton.com

Choice Financial & Insurance Services, founded by Kathleen Stapleton, CFP, specializes in assisting women navigating significant life transitions such as widowhood, divorce, or dementia. With a holistic approach, Kathleen focuses on understanding each client's values and goals, providing clarity and empowerment in financial planning.

With decades of experience as a Certified Financial Planner, Registered Tax Preparer, and Registered Investment Advisor, Kathleen is dedicated to creating customized pathways for her clients. She aims to simplify the complexities of financial decisions, ensuring that women feel confident and secure in their financial futures.

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United States›California›Hacienda Heights›Choice Financial & Insurance Services

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