Kathleen Santiago

Financial Planner, CIMA® Kathleen Santiago is an experienced financial planner at Larson Financial Group in Denver, CO, where she leverages her CIMA® (Certified Investment Management Analyst) designation to deliver sophisticated investment strategies and comprehensive financial planning. With over a decade of experience in financial services, Kathleen has developed a deep passion for helping clients achieve … Continued

Generational Planning

On average, it only takes three generations for a family’s wealth to be lost. Learn from one family’s mistakes and avoid the third generation curse.