Expert Advice

Meet Kathleen Kalu-Anderson

Kathleen Kalu-Anderson, Rebalance‘s Vice President of Investment Advice, details the inspiring story that drives her passion to help others succeed in their investment goals.

Vice President of Investment Advice Kathleen Kalu-Anderson knows how hard it can be to grow your savings. As a first-generation Filipino American, Kathleen saw her parents work hard in order to give their family a better life, as many Americans do. That’s why your hard-earned money should be managed by a firm that looks our for your best interest, and customizes a plan to suit your needs. Watch as Kathleen speaks to her inspirational upbringing, and how it motivates her approach to Rebalance clients.