Drawing on over twenty years of financial planning, business and real estate ownership experience, Fiat Lux Financial Planning provides financial planning, asset management and advisor and firm consulting services.
Kate Wilusz’s career in and passion for financial planning began in 2004. Over the course of two decades, Kate established a highly regarded financial advisory firm. She earned numerous accolades, including selections by Forbes and Barron’s as a top financial advisor both in-state and nationally. Kate emerged as a prominent figure in the Bay Area financial planning community, serving in leadership positions for the Financial Planning Association, UC Berkeley Extension’s Financial Planning Program and various pro bono efforts.
Kate’s expertise includes retirement planning, insurance analysis, employee benefits, tax strategies, education and estate planning. She also has extensive experience in portfolio management, equity compensation, executive benefits, investment real estate and small business topics. Kate’s life goal is to expand the reach and quality of financial planning to the next generation of clients and planners. Fiat Lux provides consulting service to local financial planners and firms.
Outside of work, Kate enjoys exploring redwood forests and coastal trails, traveling the globe, and adventures in her 1972 VW bus. She is fortunate to call both Sonoma County and San Francisco home. Kate is a proud graduate of Ursuline High School and a California Golden Bear.
After our initial discussion about your situation, Kate will assess compatibility and determine the most suitable level of service. She will then present the costs and outline the details of the proposed service engagement. For individual clients, most engagements involve a series of meetings to collect and analyze data, present a financial plan and take action to implement that advice, and then to present analysis and recommendations.