Kathleen Blain (BS, CFP®, MBA)

Kathleen Blain focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Corporate Executives
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

• Comprehensive financial planning
• Investment and portfolio management
• Tax reporting and rebalancing
• Long-term-care insurance analysis 
• Social Security analysis
• Retirement projections 

Additional Information

Kathy Blain joined Berno Financial Management in August 2010. She works as a Client Service Advisor providing comprehensive financial planning advice and investment management. Kathy’s focus at Berno Financial Management, Inc., is on clients’ portfolio management and on investment research for client education and analysis of current and prospective investments. She enjoys working with clients to help them achieve their financial goals.
 
Before joining Berno Financial Management, Kathy was employed by Fifth Third Bank in the Trust Investment Department as an Assistant Vice President, Senior Trust Officer. Kathy’s work experience includes managing trust portfolios, performing security analysis and research, developing investment strategies, developing programs to measure common trust funds’ total return performance, and new business development. Kathy and Bruce worked together at Fifth Third earlier in their careers. She is a graduate of Xavier University, where she earned a B.S. degree in Marketing and an MBA in Finance and Tax. Kathy is also a CERTIFIED FINANCIAL PLANNER™ professional, a member of the N

NAPFA Start Date

September 12, 2013

Submit
Submit

This Office

7454 Jager Ct Cincinnati, OH 45230 Phone: (513) 474-9191 Fax: (513) 474-2889