CA License No. 0809126
Click here for a 3 minute video about Cathy Fitzpatrick's practice:https://vimeo.com/328479196
I believe that everyone deserves financial security. My goal is to educate you on the tools and behaviors that will build and protect your wealth. This isn’t taught in most schools, and perhaps your parents didn’t model it for you. That’s why I work to teach the behaviors and provide the strategies that will contribute to growing your wealth and helping to achieve financial security.
Sometimes individuals I first meet with are paralyzed by fear or procrastination due to confusion on what to do next. With 25+ years of investment experience, I have been through down markets and have learned firsthand how market volatility may affect your savings and retirement. I know a few things because I have seen a few things making me a good partner for your financial journey. I’m a SmartVestor Pro with a teaching heart. I help guide people to the path of financial freedom.
I act as a Fiduciary with fee-based investment platforms through our Registered Investment Advisor (RIA), Securian Financial Services and through Comprehensive Financial Planning covering:
• Retirement Planning, including Retirement Income Planning, if applicable
• Investment Strategies • Estate Planning and Legacy Planning
• Tax Planning
• Risk Analysis which includes: Long Term Care, Disability and Life Insurance Needs
• College Funding for children or grandchildren
I joined Tax & Financial Group (TFG) in 1990 and have stayed at TFG due to our high level of client support with CPAs, attorney, and investment CFA’s on staff. I have a CFP - Certified Financial Planner™ Practitioner designation and am a Certified Long-Term Care Specialist.
As a female financial advisor in a male-dominated business, I naturally attract female clients, specifically women who find themselves in the unfamiliar situation of divorce or becoming newly widowed. I’ve been told my calm and patient style helps clients feel confident and relaxed in their meetings.
I loved my years at the University of New Hampshire and graduated with a Bachelor of Science Degree in Business Administration with a minor in Economics. Growing up with an accountant father and my mom as a nurse, I have a head for numbers and a heart for people! I believe in giving back to the community and am very active in many organizations. I was a Girl Scout Troop leader for 11 years and am on the Board of our firm’s annual charity golf tournament benefitting the Make-A-Wish Foundation. Over the last 25 years, we have raised millions of dollars to date. I am also a former fundraising committee leader for CASA, Court Appointed Special Advocates for Foster Children. I am married to Pat with two adult children and live in south Orange County. On weekends you can find me gardening, spoiling my animals and spending time with family.
Cathy Fitzpatrick is a Registered Representative and Registered Investment Advisor Representative of Securian Financial Services, Inc., member FINRA/SIPC.Neither Cathy Fitzpatrick, nor Securian Financial Services are affiliated with Dave Ramsey Solutions. Securian Financial Services, Inc. does not endorse Dave Ramsey. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation.