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No confusing financial lingo.  No confusing financial charts.  No chart-attacks.  

Financial education that helps you get stuff done vs. stresses you out! 

Learn how to: 

OPTIMIZE SAVING

Get a Budgeting Strategy And Figure Out  How Much You Need To Save Each Month Without Losing Your Mind

OPTIMIZE DEBT REDUCTION

Determine Strategy To Pay Off Debt

SET UP EMERGENCY FUND

Establish The Best Way To Set Up Emergency Fund For Unexpected Expenses

UNDERSTAND FINANCIAL MARKETS

Understand The Basics Of Financial Markets So You Understand What You're Invested In

INVEST YOUR MONEY

Learn How To Pick And Invest In Investment Funds In Your Retirment Account 

About Kathryn Cicoletti - Click Here

Hi, I have 12 years of experience in the hedge fund industry. I have has researched, interviewed, and conducted due diligence on over 3,000 investment funds and built investment portfolios for both institutional and retail investors.

I started my investment fund research career in New York.  I was a Senior Hedge Fund Research Analyst at Julius Baer where I was responsible for research, due diligence, and portfolio construction for long/short equity and relative value arbitrage hedge fund investments. I then became a Director of Institutional Sales at GAM in Los Angeles.  During my time at GAM I was responsible for growing the firm's U.S. investor base from retail to institutional investors and was one of the top revenue generators on the team.

While working in the finance industry I realized that way too many investment professionals overcomplicate investment topics when speaking with clients.  I left the industry to break out on my own and create a platform for entertaining and educational financial content.  I offer easy-to-digest investment fund education and I am one of the few financial educators who has worked in the fund management industry for 10+ years.

I have partnered with or been featured in Mashable, Huffington Post, Forbes, Entrepreneur, and Yahoo Finance. Fast Company named me an Innovative Agent and Built in LA named me one of the 50 LA Women Founders You Should Know.  My book, Little Red Ms. Cheat Sheet on Investing - Generally Skeptical of Financial Advisors - is now available on Amazon.  I have attended both improv and sketch comedy classes at Upright Citizens Brigade and use what I learned to write and produce entertaining financial content for external brands and partners.

I have a BS from UC Berkeley, Haas School of Business and I'm based in Los Angeles.

BOOK COACHING

Before I took Kathryn's class, I thought I knew about investing. Boy, was I wrong. Kathryn's class is a game changer.  She gets into the details and demystifies investing in a way that the talking heads on CNBC don't and can't. For the first time I feel like I have some control over what is going on in my 401(k). And she does it all in an easy to follow fashion that is as entertaining as it is informative. No Harvard MBA required!  I most highly recommend this class for anyone (with or without investing experience) looking to get the straight dope on investing and saving for retirement." - Alan G - Pasadena, CA

I loved this class.  Kathryn breaks the material down into short and entertaining sections that are incredibly easy to absorb.  I have been paying high fees to an advisor that has created a complex and confusing portfolio and I now have the understanding and confidence needed to make changes towards a simpler structure which I believe will yield at least the same results but with far lower costs to maintain.  I recommend this class to anyone who has felt unsure about how to address certain topics or flag certain things that don’t look right in their retirement account." - Karen S - Denver, Colorado

Thank you for taking things that I thought were super complicated and making them easy to understand.  My husband has been the one doing our financial planning and I came home and gave him the recap of your Top 3 mistakes and fixes.  Like you, he’s pretty smart and was already following your points – yahoo!  You have a gift.  Thank you for using your gift to enlighten me and show me that things are not really that complicated : )" - Kristen C - Monterey, California

 Book Coaching

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