Cathleen N. Stevens of Cathy Stevens and Associates, LLC offers financial planning services through her affiliation with Securities America Advisors, Inc. She is a CERTIFIED FINANCIAL PLANNER™ (CFP), Chartered Financial Consultant (ChFC) and a Certified Fund Specialist (CFS).
Cathy has worked in the financial services industry since 1993. She finds joy in helping people work towards their personal and financial goals. She specializes in working with individuals who are retiring and/or transitioning due to layoff. Cathy has helped many Space Center employees and understands that these are very tough times involving many critical decisions. She firmlybelieves that individuals need and deserve to work with an advisor who specializes in their unique situation, understands their needs and concerns and is aware of the mistakes causing many people to fall short of their personal and financial goals. Her goal is to help clients enjoy a worry free retirement by creating a plan to provide income to last for their lifetime. Cathy’s approach to financial planning is very down to earth and “user friendly”.
Since the strategies used to accumulate wealth are inherently different from those used to distribute it, it is of utmost importance that people work with a financial advisor who is knowledgeable, experienced, professional but most importantly someone they feel comfortable with.
Securities offered through Securities America, Inc., aRegistered Broker/Dealer, Member FINRA/SIPC. Advisoryservices offered through Securities America Advisors, Inc.,an SEC Registered Investment Advisory Firm, Cathleen N.Stevens, Representative. Cathy Stevens and Associates, LLC,and the Securities America Companies are not affiliated.200 Ashford Center North, Suite 400, Atlanta, GA 30338;Phone 770-353-6376; Fax: 770-353-6338;Email: firstname.lastname@example.org