info@fiatluxfp.com 102/B Soltek New Elephant Road, California, USA
At Fiat Lux Financial Planning, we specialize in guiding individuals and families through life’s financial complexities. With decades of experience, we offer expert, personalized planning—free from conflicts of interest.
We don’t sell products or earn commissions. Our sole focus is providing strategic, unbiased financial advice that aligns with your goals.
With 20+ years in financial planning and recognition from Forbes and Barron’s, we bring deep industry knowledge and proven strategies to help you succeed.
Whether you’re navigating retirement, managing stock options, or planning your estate, we’re here to help you make confident, informed decisions.
Navigating your financial journey with clarity and confidence requires a structured approach. At Fiat Lux Financial Planning, we follow a well-defined process to ensure personalized strategies that align with your goals.
We believe financial planning should be transparent, accessible, and tailored to your life’s unique goals. Here’s what sets us apart:
At Fiat Lux Financial Planning, we prioritize clarity, integrity, and personalized financial guidance. Our clients trust us to provide transparent, fee-only financial planning that empowers them to take control of their future. Here’s what they have to say about their experience working with us:
“Kate and her team made complex financial decisions feel simple. Their expertise helped me maximize my stock options and save on taxes.”
“I love the fee-only model! No pressure to invest with them—just honest, valuable financial guidance that has given me complete peace of mind.”
“Fiat Lux Financial Planning has been a game-changer for me. Kate provided clear, actionable strategies for my equity compensation and retirement planning. Highly recommend!”
Whether you have questions about retirement, investments, or financial planning, we’re here to help.
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102/B Soltek New Elephant Road, California, USA
Ready to take control of your finances? We’re here to help you plan for success—on your terms.