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Bio & Credentials

Kathleen P. Steele, CFP®, a Certified Financial Planner, is a  financial consultant with AXA Advisors, LLC. She is a retirement planning specialist and has been with AXA Equitable for over 20 years.  Services include fee-based financial planning, risk management (life, disability and long term care insurance), wealth accumulation and distribution strategies.  She is a highly sought after speaker on various financial topics including The Family Love Letter,  Pre-retirement and Post-retirement planning. Kathleen is also a Certified Divorce Financial Analyst.

Following is a summary of Kathleen's educational background, affiliations, and industry experience:

  • Registered Representative of AXA Advisors, LLC (a member of the Financial Industry Regulatory Authority, Inc.) 
  • Member, Estate Planning Council of Seattle
  • Member, East King County Estate Planning Council 
  • Member, Society of Financial Service Professionals 
  • Board Member, Bellevue Rotary Club, Bellevue, WA
  • Past Executive Committee Advisor, AXA's National Advisors Forum
  • Past President, Denny International Middle School PTA
  • Past Chair and Trustee, Evergreen Healthcare Foundation, Kirkland, WA 
  • Past board member, National Alumni Board, University of Puget Sound,  Tacoma WA
  • Past board member, Bellevue College Foundation Board, Bellevue, WA
  • Past board member, Women Business Owners, Seattle WA
  • Certified Divorce Financial Analyst (2013)
  • Wharton Certificate in Retirement Planning* (2006)
  • CERTIFIED FINANCIAL PLANNERTM(1989), College of Financial Planning, Denver, CO
  • Chartered Life Underwriter (1989) and Chartered Financial Consultant
    (1990) professional designations through The American College,
    Bryn Mawr, PA
  • Bachelor of Arts, Business Administration, University of Puget Sound, Tacoma, WA 
  • Lives in Seattle, WA with her husband and two daughters
  • Enjoys hiking, golfing, cycling, running and reading

California License # 0712929

AXA Advisors and its affiliates do not provide tax or legal advice.

CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individual who successfully complete the CFP Board's initial and ongoing certification requirements.

*Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.

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