CALIFORNIA CONSUMER - Key Persons
Job Titles:
- Registered Representative
Kathleen L. Lindquist is a Registered Representative offering Securities and Advisory Services through United Planners' Financial Services of America Member FINRA/SIPC. Sustainable Financial Planning and United Planners are not affiliated.
Kathleen's career passion is helping clients achieve financial strength at every stage of life, and to fulfill their retirement dreams. Her goal is to ensure that clients' money works hard for them, and will provide lifetime support of the lifestyle they desire. Because of her dedication to ethical standards, Kathleen guides clients to socially responsible investments that can build profits but also respect people and the planet.
As a CERTIFIED FINANCIAL PLANNER™ professional for over 18 years, Kathleen is a fiduciary who puts her clients' interests first. In addition, she is a Certified Divorce Financial Advisor (CDFA) who helps clients protect and leverage their assets during separation and divorce processes. A leader in the Financial Adviser profession, Kathleen served on the board of the Financial Planning Association of San Diego, and as Director of the Women's Initiative of San Diego.
A graduate of the Leavey School of Business at Santa Clara University, Kathleen's academic focus was finance and economics. Her study-abroad experience was in at the University of Ghana, Legon.
Personally, Kathleen loves family time with her husband and two young sons, camping, domestic and international travel, horseback riding, and hosting family and friends.
Landen Villanueva is the owner and operator of Moonbeam Consulting, a San Diego-based Administrative Services company. Through Moonbeam, she supports Sustainable Financial Planning as special projects manager, financial planning software specialist, and human resources director.
Landen's career includes over 10 years of Human Resources experience, and 15 years of high-level Program Management experience with the US Navy.
Landen holds a Master of Public Administration degree from San Diego State University, and a Society for Human Resources Management - Senior Certified Professional (SHRM-SCP) credential. She serves on the Board of the non-profit Women's Empowerment International.
Landen enjoys family adventures with her husband, son, daughter and three dogs; playing musical instruments and participating in triathlons.
Job Titles:
- Client Services Specialist
Nick Derry is a Client Services Specialist bringing over ten years of experience in customer service and human resources to his role here at Sustainable Financial Planning. He handles key administrative tasks, supports with scheduling and coordination, and brings a warm welcome to all who visit the practice.
Nick received his Bachelor's degree in Communication Studies from Arizona State University, and is currently pursuing his Master of Business Administration from Grand Canyon University.
In his free time, he enjoys snowboarding season and relaxing at the beach with friends. On the weekends, he is involved with a local dodgeball and kickball league.