Kathy Mezei Raabe, CFP®
Partner/Senior Wealth Advisor
CO:720.202.4028
NY:585.203.1211x121
Education
American University, B.A. International Relations and Economics, Minor in Business
Cerifications
CERTIFIED FINANCIAL PLANNER™ practitioner
Kathy is a partner at Seneca Financial Advisors and currently serves as a Senior Wealth Advisor. Prior to joining Seneca, Kathy served as a Senior Wealth Advisor for Frontier Wealth Management.
As Partner and Senior Wealth Advisor with Seneca Financial Advisors, Kathy assists her clients in establishing long-term financial goals and working with them to realize those goals through continued thoughtful planning and investing. She also helps many divorced and widowed women navigate their unique financial situations. Socially Responsible Investing is another discipline that Kathy has embraced allowing her clients to align their values with their investment portfolios. In addition, she is a member of Seneca’s Investment Committee which directs overall investment policy, manager selection, and monitoring.