
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.