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Cathy McLaughlin, CFP®

Cathy McLaughlin, CFP®

Founder & Partner

Cathy began her career as a financial advisor with Waddell & Reed in 1985. Since then she has had the privilege of developing client relationships with many wonderful individuals and families whom she considers friends.

Cathy is a strong proponent of the comprehensive financial planning process. Having a thorough understanding of a client's situation as well as their future financial goals allows Cathy to serve her clients in a meaningful capacity. Throughout the planning process, Cathy assists clients in a wide array of financial areas, including strategic portfolio allocation, pre and post retirement planning, long-term care and elder care planning, life insurance, and small business retirement plans. Cathy believes in the benefits of investing with a plan.

In her spare time, Cathy enjoys taking walks, biking, traveling, and spending time with her family.

Certifications

  • CERTIFIED FINANCIAL PLANNER™ certification
    • Certified Financial Planner Board of Standards, Inc. License 124022

Education

  • Iowa State University
    • Bachelor of Science Degree

Professional Organizations

  • American Business Women's Association - Des Moines Chapter

Licenses

  • Securities: Series 7, 6 & 63 held through LPL Financial
    • Offering investment advisory services and securities in multiple states.
  • Insurance: Life, Accident and Health, and Variable Life
    • Offering insurance products and services in in multiple states.

 

LPL Financial is not affiliated with any other entities referenced. 

(06/21)