209-625-8523
Maria.Quesada@LPL.com
Account View
Kate Frizzie Financial Home
Kate Frizzie Financial Home
  • Home
  • About 
    • Team
    • Mission Statement
    • Products & Services
    • In the Community
    • Useful Links
  • LPL 
    • About LPL Financial
    • Weekly Market Commentary
    • LPL Research
    • Fiduciary Focus
    • LPL at a Glance
    • LPL Retirement Plan Tools
  • Resource Center 
    • Retirement
    • Estate
    • Investment
    • Insurance
    • Tax
    • Money
    • Lifestyle
  • Tools 
    • Glossary
    • Tax Resources
  • Contact
Account View

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Have A Question About This Topic?

Thank you! Oops!

Related Content

A New Way to Look at Your Bucket List

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Making Sense Of A Home Warranty

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

The Economic Journey of Your Morning Coffee

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

Contact

Office: 209-625-8523

Fax: 209-625-8521

215 West Oak Street

Suite 5

Lodi, CA 95240

Maria.Quesada@LPL.com

Quick Links

  • Retirement
  • Investment
  • Estate
  • Insurance
  • Tax
  • Money
  • Lifestyle
  • Latest Articles
  • All Videos
  • All Calculators

LPL Financial Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

The financial consultants of Kate Frizzie Financial are registered representatives with, and offer securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, FL, ID, IN, LA, MT, NV, NC, OR, PA, TN, TX, WA, WI, WY.