KATHLEEN KING

Services Offered

• Holistic financial planning
• Investment strategies
• Insurance strategies

About

Kathleen King is a financial consultant based in Asheville, North Carolina, affiliated with Oppenheimer. She specializes in aligning clients' unique goals, values, and needs through holistic financial planning and investment strategies. Kathleen employs an in-depth discovery process to understand each client's specific situation, time horizon, and risk tolerance. She focuses on serving high net worth individuals, families, corporate executives, and businesses, helping them grow and protect their assets while addressing complex financial issues.

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