Kate Glidden, CFP®

As a Lead Financial Representative, Investment Advisor, Kate provides financial, retirement, and investment planning to client families. She specializes in retirement income planning for employees of large communications corporations. Her expertise lies heavily in benefits and pension plans.

With over 22 years in the industry, Kate has gained a wealth of knowledge that she uses to assist her clients in meeting their financial goals.

Professional Designations:

• CFP®

• NSSA

• RMA