Kathy Armstrong

Financial Planner

Role: Financial Planner at Heritage Financial Consultants Llc
Location: Washington, DC, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Kathy Armstrong

My professional journey has included two passions - financial planning and education. For…

Experience

Financial Planner
Heritage Financial Consultants Llc
Jan 2004 — Present · Hunt Valley, MD, US
Heritage Financial Consultants is a client-focused financial services firm providing fee-based financial, retirement, investment, business succession and estate planning strategies to high net worth individuals, families and businesses. Securities and investment advisory services offered through Osaic Wealth, Inc, member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Education

Loyola University Maryland
MBA
ABA National Graduate Trust School - University of Chicago
Trust and Financial Services
ABA National Trust School - Northwestern University
Trust and Financial Services
College for Financial Planning
CFP, CRPC
Roanoke College
BA

Skills

Strategic Planning
Team Building
Mergers & Acquisitions
Valuation
Retirement
Strategic Financial Planning
Financial Advisory
Investments
Nonprofits
Project Management
Business Planning
Marketing Strategy
Investment Management
Financial Analysis
Non-Profits
Budgets
Finance
Organizational Development
Risk Management
Leadership
Securities
Public Speaking
Estate Planning
Insurance
Strategy
Microsoft Office
Budget
Wealth Management
Financial Modeling
Financial Planning
Portfolio Management
Analysis
Retirement Planning

Contact information

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Work email
•••••@heritageconsultants.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Heritage Financial Consultants Llc

Financial Services · 110 employees · Founded 1999 · Hunt Valley, Maryland, United States

Heritage Financial Consultants is a financial planning firm, committed to serving as stewards of wealth for our clients nationwide. Our priority is to provide exceptional service, helping our clients evaluate and address all aspects of their finances and protecting and growing their wealth in line with their personal values and goals. Our highly educated advisors possess key licenses that speak to their ability to provide professional guidance, and together, our team is knowledgeable, trustworthy, and attentive to the needs of all of our clients. Leveraging our team\'s expertise, we approach the financial marketplace with a fresh perspective to identify opportunities and solutions that are innovative, flexible, risk-managed, objective, and effective. We proactively engage with our clients\' full team of trusted advisors to enhance our strategies and strengthen our plans for each unique situation and to help ensure that all of their needs are being met. We also conduct regular, face-to-face meetings to ensure that their plan aligns with their lifestyle and addresses any relevant changes to laws or regulations. We take pride in cultivating meaningful relationships and building and executing holistic financial plans that positively impact our clients\' lives over the long term. Securities and investment advisory services offered through Osaic Wealth, Inc, member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

heritageconsultants.com

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About Kathy Armstrong

Experience

Financial Planner

Education

Loyola University Maryland

ABA National Graduate Trust School - University of Chicago

ABA National Trust School - Northwestern University

College for Financial Planning

Roanoke College

Skills

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