An important decision in your financial life is aligning with a professional who can instill confidence in you. The right person is one who will be knowledgeable, flexible, objective, and trustworthy. Kathryn Duclo has been serving individuals, farmers, and other business owners since 1997 with full-service wealth management and risk management.
Before becoming a financial planner, Kathryn worked in the banking industry as a lender as well as in loss mitigation for over 20 years. She also holds the following industry licenses: Series 6, 7, 63, 65, Life/Health Insurance, and the Life Underwriter Training Council Fellow (LUTCF) professional designation.
She is a successful business leader in the financial world and an active community member. Kathryn has previously served as President of the Manteca Hospice of San Joaquin Auxiliary and on many board committees including The Stockton Business Leadership Summit, the board for the Consumer Credit Counseling, the MDRT Foundation, and The Million Dollar Round Table, a premier association of financial professionals.
In her free time, Kathryn enjoys spending time with her family. She participates in many community and charitable activities and enjoys traveling, reading, and gardening.
The Million Dollar Round Table (MDRT) is an independent association. Membership is based on production and does not qualify a financial professional to provide investment recommendations or advice. The inclusion of a wealth manager in the award program is not indicative of future success.