Kathleen A. Weissberg, CFP®
Managing Director, The Investors Center, Inc.
Kathy has worked with Eliot for over two decades, and is active in all facets of the business at The Investor's Center, Inc. She focuses on assessment of client risk tolerance, review of client tax information, portfolio reporting, and strategic planning for the corporation.
Kathy is a CERTIFIED FINANCIAL PLANNER™ certificant, a registered representative with RJFS and is Insurance licensed and Partnership Certified for Long Term Care with the State of Connecticut. She is a member of the Financial Planning Association.
She earned a B.A. in Psychology from Salve Regina College and a M.A. in Counseling Psychology from Assumption College. Kathy uses her counseling background to assist Eliot in building relationships with clients and helping him to better understand their concerns and financial goals.