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Kathleen S
CFP®, Series 63
Brea, CA
CHOICE Financial & Insurance Services, Inc.
Kathleen Stapleton is a CFP® professional with 40 years of industry experience. She is the sole advisor at CHOICE Financial & Insurance Services, Inc., where she has worked since 2002, including a period from 2016 to 2022 at PlanMember Securities Corporation. Stapleton also provides tax preparation services during part of the year. CHOICE Financial & Insurance Services, Inc. is an independent registered investment adviser serving individuals and high-net-worth clients with discretionary portfolio management, financial planning, and consulting. The firm offers customized investment programs incorporating fundamental and technical analysis and also conducts educational seminars and licensed insurance activities.
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