Kate  Feeney,  CFP<sup>&reg;</sup> - Financial Advisor

Kate Feeney, CFP®

& CFA

VP Wealth Advisor

Summit Place Financial Advisors

18 Bank Street, Suite 202
Summit, NJ 07901
FINANCIAL ADVISOR'S WEBSITE
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General

Kate Feeney is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Summit Place Financial Advisors in Summit, NJ and the surrounding communities.

Financial Advisor Overview

Summit Place Financial Advisors offers an individualized goal-oriented approach to managing wealth for a select group of clients. We work specifically with successful families and executives who seek coordinated help with all aspects of their wealth. Our clients seek to enjoy their success for years to come and also successfully plan for future generations and philanthropic priorities.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Chartered Financial Analyst (CFA)

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Career Change, Asset Allocation, Estate Planning, Investment Management, Getting Married, Life Planning, Retirement, Stocks & Bonds, Starting a Family, Sudden Wealth, Women's Finances

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Helpful Financial Planning Resources