Kathy is actively engaged in providing her clients with personalized financial planning and investment expertise. She brings over 20 years of industry experience and training to her job and responsibilities. In addition, she is also Series 65 licensed. This securities license is a requirement for any investment professional to act as an investment advisor.
Kathy holds a Bachelor of Arts Degree in Business along with a Finance Concentration from the University of Washington. She obtained her Certified Financial Planner™ certification from the College of Financial Planning as of May 25, 2010. More information on this can be found at http://www.cfp.net.
When not working, Kathy enjoys being a wife and mother of two. She is also involved with civic charities such as Camp Korey (more information can be found at http://www.campkorey.org/
About Retirement Asset Management, LLC
Retirement Asset Management, LLC is a fee-only financial planning and investment advisory firm with offices in Bellevue and Bainbridge Island, Washington. They often hold complimentary educational workshops for groups to educate them on retirement questions. To see upcoming workshops please visit http://www.retirementassetmgmt.com/
Dave Welty, CFP® established the firm in 2000 with the vision of providing personal financial services to middle-income working professionals in a manner that was friendly, unassuming and relationship-
Today, Retirement Asset Management serves a diverse client group with a team of financial advisors and a dedicated support staff.
Their fee-only compensation and independence assures their services are provided in the best interest of their clients. Their clients have come to expect unbiased financial advice on planning their future and managing their assets as they strive to achieve their goals and dreams.
Retirement Asset Management works hard to create an open and lasting dialog with their family of clients. Helping people navigate safely through difficult market conditions or changing life circumstances has earned them the referrals and support that have built their business.
If you would like more information about Kathy Henningsen or Retirement Asset Management please visit our website at http://www.retirementassetmgmt.com.
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Retirement Asset Management is a fee-only financial planning & investment advisory firm. Est. in 2000 with the vision of providing personal financial services to middle-income professionals in a manner that is friendly, unassuming & relationship-