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Kathleen Governale, CFP®

Kathleen Governale, CFP®

Wealth Manager

Kathleen Governale is a Wealth Manager with over 20 years of industry experience.  Kathleen holds the Certified Financial Planning (CFP®) designation.  A certificate recognized as the high standard of professional competence in the financial planning field.  She received her Bachelor’s Degree from DePaul University.  In addition to holding the Series 7 & 63 licenses through LPL Financial, she also holds her IL insurance license.  Her profound understanding of the financial planning process combined with her years of experience has allowed her to develop a unique perspective on the best strategies for growing and protecting wealth.  Kathleen can help you create a customized plan that takes into account your personalized financial goals, risk tolerance and time horizon.