Cathy Stevens, CFP®, ChFC, CFS

Cathy Stevens, CFP®, ChFC, CFS

Cathy Stevens & Associates

Phone: 770-353-6376
Fax: 770-353-6338
E-mail:

Cathleen N. Stevens of Cathy Stevens and Associates, LLC offers financial planning services through her affiliation with LPL Financial.  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 individuals in these situations and understands that these are very tough times involving many critical decisions. She firmly believes 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.