Kathleen Kalu-Anderson

Kathleen Kalu-Anderson

Kathleen is first generation Filipino-American. As the oldest daughter of immigrants who came to the United States from the Philippines, she firmly believes that everyone should have access to great investment resources, regardless of their financial background. Kathleen’s goal is to give Rebalance clients the opportunity to approach their investments with confidence, knowing that their assets will continue to work for them.

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Three Gifts More Valuable Than This Year’s ‘Must-Have Item’

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Twinkling lights, travel planning, and endless emails promoting “see it to believe it” sales can only mean one thing – it’s the holiday season! Each year it seems that once a chill is in the air, companies begin to ramp… Continue reading →

 
roth ira

Hit The Roth IRA Sweet Spot And Retire With More

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Wishing you had put more into a tax-free Roth IRA? You might just get your chance if you aim to hit the Roth IRA “sweet spot.” Roth IRAs are increasingly popular. About a third of retirement investors own them, according… Continue reading →

 
kathleen kalu-anderson

Paying it Forward: Embracing Life as an Advisor, Mom, & First Generation Filipino-American

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Sometimes in life, if you are lucky, there is a moment when all of the pieces come together–personally and professionally. For me, joining Rebalance has been one of those times when a new challenge and opportunity showed up at just… Continue reading →

 
    

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