Kathleen P. Steele, CFP®, ChFC, CLU, CDFA
Financial Planning
Kathleen P. Steele, CFP is a Financial Consultant with Equitable Advisors and has been with Equitable for over 20 years. Kathleen, a Retirement Planning Specialist*, provides financial services to families, executives and closely held business owners. Kathleen is also a Certified Divorce Financial Analyst and offers fee-based divorce financial planning analysis.
Our thorough process includes fee-based financial planning, financial protection, implementing tax-advantaged investment strategies, and helping to pass money efficiently to heirs. We deliver sound financial, investment and wealth management strategies that are designed to help you take control of your future. We deliver sound financial, investment and wealth management strategies that are designed to help you take control of your future. Our Discovery process provides clarity on where you want to go and what it will take to get there. And most importantly, you become a member of our client family, where we strive to provide the best service in the industry.
Our team has expertise in many areas, especially focusing on Retirement Planning, Divorce Financial Planning, Estate Transfer and Asset Management. Our clients find comfort in knowing that they have planned to enjoy retirement in the lifestyle they desire. We guide them through the maze of their benefits packages and investments and create distribution strategies to help them make their hard-earned money last their lifetime and pass efficiently to their heirs.
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The Family Love Letter
We have been on the leading edge of Equitable Advisors associates around the country who are incorporating the Family Love Letter into their practice. The Family Love Letter is the next step after preparing a personal will and Kathleen Steele is one of a handful of advisors nationally qualified to present the topic. We hold events and workshops throughout the year to help people get their house in order and receive hands-on planning in an intimate setting where they can share their experiences with people they trust. Once the love letters are complete, we encourage participants to sit down with their families and walk through the information.
Receive your copy of the Family Love Letter
Equitable Advisors does not provide tax or legal advice. The information provided is based on our general understanding of the subject matter discussed and is for informational purposes only. Please consult your tax and/or legal advisors regarding your particular circumstances.
California License # 0712929
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.