- Wealth Management Experience: Since 2010Kathryn Geraghty is a Vice President and Advanced Planner with First Republic Investment Management. Ms. Geraghty began her career at First Republic in 2009 and has over 10 years of experience working with high and ultra high net worth clients and their families on their cash flow and estate analysis. She assists in advising clients on education planning, retirement planning, tax minimization, trust and estate planning, and wealth transfer strategies.
- Professional DesignationsMs. Geraghty is a CERTIFIED FINANCIAL PLANNER™ certificant.
- EducationShe earned her bachelor of science in business administration from the University of Southern California.
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