Skip to content
Payment Center

Kathleen G. Marteney

Financial Advisor

Check the background of this investment professional on:

Broker Check

Interested in Kathleen G. Marteney’s articles?

Click Here

Download vCard

Click Here
Experience

With more than 25 years of experience as a financial advisor and Chartered Retirement Planning Counselor (CRPC), Kathleen Marteney is notable for helping affluent clients reach their financial goals through careful planning and customization to suit each family’s unique needs.

 

Kathleen’s diverse experience and knowledge has enabled her to develop strong relationships of trust with her clients. She specializes in charitable, estate, investment and retirement planning and leverages these practices to help safeguard a solid financial future her clients can work towards. Kathleen’s primary client focus consists of business owners, entrepreneurs, high-net-worth individuals and retirees.

 

Kathleen graduated from the University of Dayton with a Business Administration degree in accounting. She began her career with corporate finance positions in banking and manufacturing. After she was suddenly widowed at a young age, she became inspired to empower women in transition and inform them on potential challenges they could face without proper planning. Her passion led her to a career in holistic financial planning.

 

After spending many years in Cincinnati, Kathleen settled down in South Florida in 2014. She has a passion for her community and is a member of the Million Dollar Round Table, Cincinnati Estate Planning Council, Society for Financial Service Professionals and Planned Giving Committee of the Cincinnati Symphony Orchestra. She is also active in charitable organizations including United Way and the Dolphins Cancer Challenge.

Client Focus
Specialized Strategies
Education
  • University of Dayton – Bachelor of Business Administration in Accounting

Affiliations
  • Chartered Retirement Planning Counselor (CRPC)

  • Investment Advisor Representative of Provenance Wealth Advisors – Registered Representative of PWA Securities, LLC

Community
  • Member of Cincinnati Estate Planning Council

  • Million Dollar Round Table

  • Member of Planned Giving Committee of the Cincinnati Symphony Orchestra

  • Member of Society for Financial Service Professionals

PWA Securities, LLC and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

Client Service Team

Client Service Associate

Back to All Team Members
Back To Top

Advisor Transition Guide

Download

Directorship

Download

Agreements

Download
Download
Download

Benefits and Payouts

Download
Download

E-Brochures

Download
Download
Your Cart

Your cart is empty.