I feel so fortunate to have come across Kathy and Applied Advisor. Seeing as it was the other Citysearch review that sealed the deal for me, so I feel compelled to contribute my own. My experience doing my personal income taxes with Kathy this year could not have been easier or more enjoyable (and I swear we're not related). She gets my vote for coolest financial advisor in the Castro, or SF for that matter!
Pros: professional, personable, dependable
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