Kathleen  Roth,  CFP<sup>&reg;</sup> - Financial Advisor

Kathleen Roth, CFP®

Waterstone Financial Services

10 Office Pkwy, Ste 500
Pittsford, NY 14534
(877) 586-5640
(585) 586-5641

General

Kathleen Roth is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Waterstone Financial Services in Pittsford, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Mastery training with Sudden Money Institute

Insurance Licenses

  • Life insurance: NY
  • Health/disability insurance: NY
  • Fixed annuities: NY, UT
  • Variable annuities: NY, UT

Financial Advisor's Specialties

Comprehensive Financial Planning, Asset Allocation, Investment Management, Getting Divorced, Retirement, Sudden Wealth, Women's Finances

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