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Kathleen Wetzel

Bookkeeper
Kathleen Wetzel

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Kathleen Wetzel

Bookkeeper
Kathleen has worked in the accounting field for over twenty years. Prior to IFA she enjoyed an extensive career assisting clients with their financial needs in county government, non-profits, private businesses, and individually. She was born and raised in Sothern California and currently lives in South Orange County. Kathleen earned her Bachelor of Arts degree in Business Administration from CSU Fullerton, with an emphasis in accounting.
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The data provided in charts referring to IFA Index Portfolios is hypothetical back-tested performance and is not actual client performance. Performance data for the IFA Index Portfolios is shown net of IFA's highest advisory fee and the underlying mutual fund expenses. IFA Indexes when shown individually do not reflect a deduction of advisory fees. None of the data reflects trading costs or taxes, which would have lowered performance by these costs. See more important disclosures at ifabt.com.
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