KATHY FANDEL

         

    Email Address: Kathy.Fandel@lpl.com
    Office Phone: 210-979-2525
    Fax: 210-524-8154


    BUSINESS PHILOSOPHY

    With over 35 years experience in the Accounting and Financial Services Industry, I am driven to provide objective, tailored strategies to assist you in pursing your life and family goals!

    PROFESSIONAL ADVANCEMENT

    • Registered Representative of LPL Financial
    • FINRA Series 6, 63 and 26 Securities Registrations
    • Life, Accident and Health Licensed
    • Attended UTSA

COMMUNITY INVOLVEMENT

PRODUCTS & SERVICES

  • Business Succession
  • Planning Estate
  • Charitable Giving
  • Life Insurance
  • Health Insurance
  • Traditional & Roth IRA’s
  • Mutual Funds
  • Disability Insurance
  • Long Term Care
  • Business Insurance
  • College Education Funding