Wilusz and Associates

Thanks to the excellent estate planning and asset management provided by Kate and Vanessa, both Certified Financial Planners at Wilusz and Associates in Santa Rosa, my wife and I recently moved to a retirement community in Cloverdale. They played a key role in helping us through our move and refinance. We really enjoy working with Kate and Vanessa in their beautiful Craftsman office on Humboldt Street, just off of College Avenue. This central Santa Rosa location is so convenient. Thanks again to Wilusz and Associates for your ongoing financial advice and expertise, your professionalism, and for your friendly personal attention. We’re able to enjoy our retirement because of your solid guidance and attention to our investments. Thank you both!