Kathleen Connors (CFP®)
Kathleen Connors focuses in the
following client markets or areas of practice:
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Middle Income Client Needs
- Novice Investors
- Women's Financial Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Middle Income Client Needs
- Novice Investors
- Women's Financial Planning Issues
Planning Specialties
Kathleen Connors has a particular passion for serving those underserved by traditional financial services firms. She understands that people want to work with an advisor they can relate to and trust. She focuses on clients’ unique life goals and takes the time to educate.
Clients find her to be both knowledgeable and empathetic. She explains complicated financial planning concepts in plain English. Kathleen is passionate about helping clients build confidence around their finances, no matter where they are in life’s journey. Kathleen brings warmth and compassion to the financial planning process, with no judgements.
Additional Information
“My interest in financial planning developed as I managed my own family’s finances, and wasn’t finding the type of guidance I wanted. Too often I ran into so-called advisors who were obviously pushing for a sale. I don’t want our clients to have that same negative experience – you need to be confident the person you hire is working in your best interest, not their own.”
Kathleen obtained a Bachelor’s degree in psychology and a minor in women’s studies from Cornell University, and a Master’s degree in public policy from Rutgers University. She has a breadth of experience in real estate, nonprofit fundraising and management, economic development, and small businesses.
In her spare time, Kathleen likes to split her attention between indoor and outdoor hobbies. She loves to go camping with her spouse, and regularly runs and hikes. Other days you might find her reading, practicing yoga, or knitting.
NAPFA Start Date
May 08, 2023
Visit Website
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.