Kathleen Connors has a particular passion for serving those underserved by traditional financial services firms. She understands that people want to work with an advisor they can relate to and trust. She focuses on clients’ unique life goals and takes the time to educate.
“My interest in financial planning developed as I managed my own family’s savings plan, and wasn’t finding the type of guidance I wanted. Too often I ran into so-called advisors who were obviously pushing for a sale. I don’t want our clients to have that same negative experience – you need to be confident the person you hire is working in your best interest, not their own”
Clients find her to be both knowledgeable and empathetic. She is able to explain complicated financial planning concepts in plain English. Kathleen is passionate about helping clients build confidence around their finances, no matter where they are in life’s journey. Kathleen brings warmth and compassion to the financial planning process, with no judgements.
Kathleen obtained a Bachelor’s degree in psychology and a minor in women’s studies from Cornell University, and a Master’s degree in public policy from Rutgers University. She has a breadth of experience in real estate, nonprofit fundraising and management, economic development, and small businesses.
She is registered as a Financial Industry Regulatory Authority (FINRA) Series 65 Investment Adviser Representative. She has completed all coursework and passed the exam for the Certified Financial Planner designation, and is currently working through the experience hours requirement for full certification.
In her spare time, Kathleen likes to split her attention between indoor and outdoor hobbies. She loves to go camping with her spouse, and regularly runs and hikes. Other days you might find her reading, practicing yoga, or knitting.
KATHLEEN’S WORST MONEY DECISION: Working too hard to get mortgages for multiple real estate investment properties. The initial difficulty should have been a red flag – my husband and I ended up selling the properties with no real profit to show for it and lots of unwanted stress after just two years of ownership.
KATHLEEN’S BETTER MONEY DECISION: Starting an IRA when I got my very first job out of college, even though I was barely making a living wage at the time. It got me into the good habit of prioritizing saving for retirement throughout my career.
Investment advisory services offered through Better Money Decisions, LLC, an investment advisor registered through the SEC.
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