Kathy Cashatt

CFP®, CWS®, PFS Charles Schwab
Kathy Cashatt

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