Bio & Credentials
Kathleen P. Steele, CFP®, a Certified Financial Planner, is a financial consultant with Equitable Advisors. She is a retirement planning specialist and has been with Equitable for over 30 years. Services include fee-based financial planning, fee-based divorce 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 Equitable Advisors (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
- Member, Institute of Divorce Financial Analysts
- Member, Association of Divorce Financial Planners
- Member, Bellevue Rotary Club, Bellevue, WA
- Member, Women Business Owners, Seattle, WA
- Past Board Secretary, Bellevue Rotary Club, Bellevue, WA
- Past Executive Committee Advisor, Equitable's National Advisors Forum
- Past President, Denny International Middle School PTA, Seattle, WA
- 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
The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional’s (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors’ affiliate, Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact Equitable atretirement@Equitable-equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@Equitable-equitable.com.
Equitable 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.