Ketron Financial LLC

Ketron Financial LLC is a Financial Planner in Novato, CA. The firm serves clients through financial advice, life planning, money management, and financial advocacy to help improve the quality of clients' lives. Its approach aligns clients' values, life goals, and financial decisions. The business holds a 5.00 rating based on customer reviews.

Ketron Financial manages or coordinates the management of clients' assets utilizing a long-term investment approach. The fee for managed accounts is based on the value of assets under management. Once the firm understands a client's planning and investment needs, it quotes a fee and prepares a letter of engagement that defines the work to be accomplished and the cost before the planning process begins. Communication with clients is ongoing to answer questions, review investment portfolios, and discuss new issues as they arise. These issues may include changes in the investment environment, changes in laws that may affect planning strategies, and changes in a client's circumstances. In addition to personal client education, the firm provides financial education for members of the community.

The team includes Courtenay Wise, an Investment Advisor and CRPC holder who began her career in the mortgage industry in 2006 as an office administrator before transitioning to financial services at Wells Fargo and Redwood Credit Union. Jessica Lopez serves as Office Manager with a 22-year career in finance, having served in that dedicated role for the last decade. Josh Aguirre is a part-time Admin Assistant supporting client communication, administrative tasks, and database management. Ruth Aguirre is the Operations Manager who has been with Ketron Financial, LLC since 2002.

The firm is known for its positive rating from the customers who have reviewed it.

Ketron Financial LLC brings its long-term investment approach and experienced team to financial planning for residents of Novato.

Ketron Financial LLC is located on Grant Ave in Novato, CA, just 0.1 miles from the DMV Novato and 0.2 miles from Stafford Grove Park. The office is also near Novato Boulevard and Lee Garner Park.

BizScoreAI assigns Ketron Financial LLC a Content score of 76 out of 100, which measures whether the website carries substantial, relevant content that search engines reward with better visibility. The firm also receives a Discoverability score of 75 out of 100, which measures whether AI crawlers are allowed in and can find every page of the website.