Kathy Cashatt
CFP®, CWS®, PFS
CERTIFIED FINANCIAL PLANNER™ Certificant
Certified Wealth Strategist®
Personal Financial Specialist
Charles Schwab
As a CERTIFIED FINANCIAL PLANNER™ professional with extensive training and experience in a broad range of investment and financial planning topics, Kathy works closely with clients to evaluate their most important financial planning needs. Kathy can help clients build a personalized wealth management strategy that addresses topics such as retirement planning, distribution and income strategies, education planning, risk management, and estate planning.
Education
B.S., Accounting, Arizona State University
More from Kathy Cashatt
RMD Strategies to Help Ease Your Tax Burden
RMDs can take a toll on your tax bill. Consider these strategies to help reduce the sting.
Business Succession: 3 Ways to Transfer Ownership
How to successfully transfer your business to a new owner.