Cathleen N. Stevens

Cathleen (Cathy) N. Stevens is a CERTIFIED FINANCIAL PLANNER® (CFP®) and has worked in the financial service industry as an advisor since 1993.  She finds joy in helping people work towards their personal and financial goals.  Cathy enjoys working with individuals at all stages of their lives.  She specializes in working with individuals who are retiring and/or transitioning due to layoff.  Cathy has helped many individuals in these situations and understands that these are very tough times involving many critical decisions.  She firmly believes that individuals need and deserve to work with an advisor who specializes in their unique situation, understands their needs and concerns, and is aware of the mistakes causing many people to fall short of their personal and financial goals.  Her goal is to help clients enjoy a worry-free retirement by creating a strategy to provide income to last for their lifetime. Cathy’s approach to financial planning is very down-to-earth and user friendly.

Cathy’s practice covers the full scope of the world of financial planning and advice.  She offers many different types and levels of wealth and investment management as well as financial planning.  She has a very diverse portfolio of investment options including stocks, bonds, CDs, mutual funds, ETFs, annuities (variable, fixed and fixed index) and alternative investments.  As part of a well-rounded and full-service practice, Cathy also works with her clients to be sure they have the proper amount and types of insurance coverages.  She has an extensive menu of options for life insurance, disability insurance and long-term care coverage.

One of the many highlights of Cathy’s career was how honored she was to have the opportunity to advise numerous employees of our Space Shuttle program as they made their employment transitions as the Shuttle program ended.