Specialties
About Me
Kathleen M.
Englehart, ChFC®, CLU® has been a practicing Financial Advisor since 1994. Over the years, Kathy has collaborated with many individuals and families, executives, and small business owners to help them achieve their financial goals. Her areas of experience include financial education, college planning, retirement and legacy planning; as well as wealth management. Kathy enjoys educating the public about financial issues and has lectured throughout New York on such topics as Financial Planning for Women and College Planning. Kathy has been a Baldwin, Long Island resident for most of her life and resides there with her husband, three daughters and rescue dog Rosie. She maintains strong community ties through her longtime involvement in the Baldwin Chamber of Commerce, the Baldwin Civic Association, and various local PTAs. Outside of work, she enjoys baking, gardening, and spending time with her family and friends.
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Interests & Hobbies
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Credentials
ChFC, CLU
Chartered Designations
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Disclosures
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. www.finra.org and www.sipc.org The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.