Kate Wilusz

I am excited to share the CFP board's acknowledgment of my pro bono work. The work itself is the best reward.

Scholarship opportunities at UC Berkeley Extension!

Applications are now open for the Professional Program in Personal Financial Planning Scholarship! This award is designed to support students who are looking to pursue a rewarding career as a financial planner.

This award will cover the cost of two course fees for the terms indicated (Fall 2026 and Spring 2027). The evaluative criteria for this award include academic and professional history and intent.

To be eligible for this award, applicants must be currently registered in the Professional Program in Personal Financial Planning.

Deadline: May 1, 2026
Apply Now

It’s officially winter! What’s your favorite winter activity?

Thank you to all Veterans, including our friends, clients, family and colleagues, for your service and sacrifice.

Ghostly greetings to you and yours!

It’s National Financial Planning Month! In honor of the occasion, set aside time to check on your top financial goal and see if you’re on track. Then let’s set up a meeting to discuss.

Happy Labor Day! Today, we honor and recognize the American labor movement. How are you spending the day?