Kathie Morris-Mathieu, CEO

Kathie’s passion for finances and the practical application of money matters led her down the path of further education.

A small business entrepreneur, she has owned and sold several small businesses over the past 20 years. Currently she and her husband own one of the largest estate jewelry stores in San Diego County.

She loves to share her knowledge on money and how it works and relates to wealth accumulation in a person’s life.

She and her Team have put together Financial Planning America along with College Planning America, where collectively, they will share their wisdom helping others gain financial freedom.

She is a licensed financial advisor and is currently training in one of the nations most esteemed master mentor programs for financial professionals.

Kathie Morris
CA Ins License #OG73044
CO Ins License #362195
WA Ins License #786376