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.
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University of Dayton – Bachelor of Business Administration in Accounting
Chartered Retirement Planning Counselor (CRPC)
Investment Advisor Representative of Provenance Wealth Advisors – Registered Representative of PWA Securities, LLC
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