Cathy Cristman CFP®

Cathy was born and raised in Little Falls, NY.  Cathy started her career working for a local community bank and has 20 years of experience in the banking and finance industry.  Her hard work and desire to help people allowed Cathy to hold multiple positions throughout her banking career, ultimately leading her to Branch Manager.  While working in the banking industry, Cathy continued to learn and gain knowledge on the financial, investment, and insurance side of the industry to better serve her clients in many areas of their financial life.   

After almost twelve years working at local banks, Cathy took a position at a local investment firm in New Hartford, NY.  As an Executive Assistant to the president of the firm, Cathy continued to focus on delivering exceptional customer service to the firm’s clients.  While there, Cathy continued to add additional education and licenses to her resume. 

In May 2020 Cathy obtained the credentials of CERTIFIED FINANCIAL PLANNER™.  This is the standard of excellence in the financial industry and she has taken a commitment to act as a fiduciary when giving advice to her clients.   

Cathy is aware that a major part of financial planning includes understanding the tax code and how that impacts her client’s needs and assets.  Because of this, she has also obtained the status of Enrolled Agent from the Internal Revenue Service.   

Outside of the office, Cathy and her husband enjoy traveling and trying new foods.