Cathleen Tobin (CFP®, MBA)
Cathleen Tobin focuses in the
following client markets or areas of practice:
- Generation X
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Retirement Plan Investment Advice
- Tax Planning
- Women's Financial Planning Issues
- Generation X
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Retirement Plan Investment Advice
- Tax Planning
- Women's Financial Planning Issues
Planning Specialties
I work with women who feel unseen by traditional financial service providers, and are tired of being talked at instead of spoken to. This includes women breadwinners, who want to be sure they're doing all they can with their money to secure the future; and women who feel like they should be able to create a financial plan but aren't sure where to start.
Outside of financial planning, I serve on the board of a non-profit affordable housing network in the metro New York area, am active in my local Rotary Club, and am slowly learning how to build a garden that is friendly to pollinators and unappealing to rabbits.
Additional Information
I became a financial planner after fifteen years as a strategy consultant working with banks to help them better serve women clients. That time included a great many conversations with women and men about their goals, dreams, fears and how money relates to all of it. It hit home that change comes slowly in the financial services industry – I’m tired of still hearing and experiencing what it’s like to have my questions dismissed, to be spoken to in jargon and to be disappointed by how hard it is to find straightforward information I trust.
This led me to step away from working with banks and pivot to helping other women design their plan to fulfill their vision.
As a CERTIFIED FINANCIAL PLANNER™, I am a fiduciary and only act in the client’s best interest. I make recommendations because they make sense for you. That’s it. My journey has included life and work in India, Vietnam and other places, an MBA from Cornell University, several years on a trading floor right out of college and stops along the way that contribute to the life experience that I bring to each of you.
NAPFA Start Date
July 16, 2024
Visit Website
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.