Kathleen Burry

Kathleen Burry received a BS in accounting from San Francisco State University and a MS in taxation from Golden Gate University, she began her business career, in 1986, with the "Big 4" firm of Deloitte and Touche, where she rose to the position of senior tax manager. Kathy then joined Calegari & Morris in 1996. Her practice focuses on high net-worth individuals and their families and associated entities, such as trusts, estates, and private foundations.

Kathy develops close relationships with her clients and their family members so that she can completely understand their financial and personal goals. Since Kathy shares similar goals with her clients, she makes the best possible recommendations to help them attain those goals. Kathy has found that having excellent listening skills has been a key requirement of her job. In addition, because much revolves around making sure that a client's wealth is safeguarded—for personal use, for future generations, and for charitable work—Kathy has developed an extensive network of attorneys, bankers, trust managers, financial planners, and other professionals that work with her clients, providing independent, superior services.

A native San Franciscan, Kathy enjoys traveling, cooking, working out, and spending time with friends and family. She is a member of the San Francisco Estate Planning Council and The California Society of CPA's.

Kathy Burry on Calegari & Morris:

"The transition from a "Big 4" firm to Calegari & Morris was easy for me because the quality of people here is so exceptional. Our smaller size allows us to spend more time with our clients. This allows me to be a more effective advisor. Helping my clients achieve their personal financial objectives brings me tremendous satisfaction and professional fulfillment."