Working Globally from San Francisco
415.333.6972

Background

Kathryn Amenta, Financial Advisor

Kathryn is committed to helping people unravel the emotional and psychological dimensions of their money problems. With compassion and non-judgment, she guides them in seeing how their emotions and habits have driven up debt, disrupted relationships, eroded financial security, diminished dreams and kept them in fear.

Kathryn began practice as a financial advisor in 1994, building on her expertise in finance and psychology. She was a project manager with Merril Corp in San Francisco, coordinating corporate, private and municipal financings. She held management positions with Charles P. Young and Merrill Corp, and was an investments advisor for Merrill Lynch. Education: Graduate of Mills College (psychology), graduate studies at University of CA (business), graduate of Financial Recovery Institute. Member of the Financial Planning Assn. Ongoing education: Course work in finance and psychology.

Pro bono: Financial Planning Association of San Francisco. Couples and family counseling, and divorce mediation through Collaborative Council of the Redwood Empire and San Francisco. Henry Ohloff Houses San Francisco and Marin. San Francisco Youth Credit Union. Author and speaker: NBC-TV Bay Area, Financial Literacy Project Mountain View, National Assn Financial Planners, University of CA Berkeley, Auto Desk Annual Conference Las Vegas, KBZS-Business Radio and KFOG-Radio.

My Core Values

  • Live within my means.
  • Reduce friction, stress, fear and anxiety in the world by helping others live within their means.
  • Support a more holistic way of life for people on the planet—physically, emotionally and spiritually.
  • Repurpose everything: Don’t buy something new without looking at what I already have. Make old things new again.
  • Value human connection over stuff. Nobody ever went to their deathbed wishing they had more money in life—most wish they’d had more time with family and friends.
  • Think outside the box about what I need to own.

Working Globally from
San Francisco

PH: 415.333.6972

Office

1693 Polk St., Suite 210
San Francisco, CA 94109

Mail

230 Teresita Blvd.
San Francisco, CA 94127

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