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Kathryn Broy, *CFP®

Kathryn Broy, *CFP®

Associate Financial Planner

Kathryn is the consummate financial professional. She has 10 years of experience in financial services. Kathryn enjoys helping people define and pursue their life and financial goals. While she has financial savvy, it’s the application of what she knows, and what clients want, that drives her passion at Raskin Planning.

Kathryn has a Certificate in Financial Planning from Boston University and completed her CERTIFIED FINANCIAL PLANNER practitioner designation also. Kathryn also earned a Bachelor’s Degree from Earlham College in Richmond, IN.

Kathryn started her financial career working in New Jersey then decided to move back to Boston to be closer to family. And we’re glad she did.

Kathryn enjoys discovering affordable fine wines, traveling, and learning the conversational foreign languages. She has studied in Greece and has traveled abroad including: France, Austria, Russia, Netherlands, England, and Canada.

*Kathryn maintains the CFP certification and only provides financial planning management services to LFA financial planners and professionals. Kathryn is not currently licensed to provide investment advisory or financial planning services directly to an LFA client.