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Korinne Sugasawara CFP®, AFC® (she/her; they/them)

Fee-Only Financial Planning for People Charting Their Own Course - (at Kite and Compass Financial)

CERTIFIED FINANCIAL PLANNER®

Accredited Financial Counselor (AFC)®

Series 65 License

Hi, I’m Korinne - a CERTIFIED FINANCIAL PLANNER® and an Accredited Financial Counselor®. I believe money should support your version of a good life…not just someday, but starting now.

I work especially well with the queer and neurodiverse communities because I’m a part of them, and I understand the journey of building chosen family and creating a life on your own terms.

And if you happen to have a CalPERS or CalSTRS pension, I know those systems from the inside as a former legislative analyst specializing in state pensions. I can help you make the most of your benefits, even if your life path leads you out of the public sector.

Ready to create a financial plan that actually fits your life? Let’s talk.

3201 TODD WAY, SAN JOSE, CA 95124

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