Bio & CredentialsKathleen P. Steele, CFP®, a financial consultant with AXA Advisors, LLC, is a retirement planning specialist and has been with AXA Equitable for over 20 years. Kathleen provides financial planning services to executives and closely held business owners. These services include fee-based financial planning, risk management (life, disability and long term care insurance), wealth accumulation and distribution strategies. Through an extensive discovery process, she uncovers her clients' goals, helps cleints prioritize their concerns and provides strategies to help them reach their goals. Her objective is add value to each client, with a particular focus on tax-wise investment strategies and solutions. Ultimately, the client should have a plan and course of action that brings him or her financial confidence. Her career success can be directly attributed to her ability to educate her clients, help them clarify and prioritize their financial goals, implement a plan of action and then providing consistenet and timely ongoing client service. Kathleen is often a guest speaker for association and employee groups on various financial topics. Kathleen's strong commitment to give back to her community is demonstrated through her volunteer activities. Following is a summary of Kathleen's educational background, affiliations, and industry experience:
California License # 0712929 AXA Advisors and its affiliates do not provide tax or legal advice. CFP® and CERTIFIED FINANCIAL PLANNERTM are certifiation marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individual who succesfully 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. |

