SENIOR LEADERSHIP
Kathleen W. Burkett, CFP®
Managing Director, Retirement and Life Planning
Kathleen is a Certified Financial Planner™ professional with over 30-years of experience helping families coordinate, grow and protect their financial assets. Kathleen first met Paul Reynolds in the early 90’s at Wheat First Securities and quickly became a valuable resource to his practice. In 2005, Kathleen joined Triangle to lead the firm’s retirement and life planning services.
In Her Own Words:
“My desire to be an advocate for families by helping them to plan ahead, avoid unnecessary risks, and to lead happier, more fulfilling lives is what motivated me to enter the field of personal financial planning. A special needs family member taught me to appreciate how critical it is to make informed financial decisions.”
Past Experience:
Manager of Financial Planning Services, Wachovia Securities
Financial Planning & Retirement Plans Specialist, Wheat First Butcher Singer
Internal Audit, Wheat First Securities
Internal Audit, Butcher & Singer
Credentials/Certifications:
CERTIFIED FINANCIAL PLANNER™
Member, Financial Planning Association
Certified Public Accountant (currently inactive*)
Penn State University, B.S., Accounting