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

Kathleen Bartlow, CFP®

CFS

Chief Operating Officer

Columbia Ridge Capital Management

8506 Six Forks Road
Raleigh, NC 27615
FINANCIAL ADVISOR'S WEBSITE
(866) 731-2726

General

Kathleen Bartlow is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Columbia Ridge Capital Management in Raleigh, NC and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CFS

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Investment Management, Employee Benefits, Mutual Funds, Retirement, Stocks & Bonds, Life Planning, Long-term Care

More

Helpful Financial Planning Resources