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Cathy Wear, Financial Advisor serving the Hauppauge, NY area - Ameriprise Advisors

Cathy Wear

CRPC®

Financial Advisor

Managing Director
Kuttin Wealth Management
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 6 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Wealth Preservation Strategies
  • Investment Management
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Small Business
  • Business Retirement Plans
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Investments
  • Insurance
  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies
  • Retirement Plan Distribution
  • Charitable Giving
  • Domestic Partner Planning
  • Employee Stock Options
  • Intergenerational Planning
  • Social Security Retirement Benefits
  • Family Finances

Interests

Some of the local organizations within my community in Kansas and Missouri that I am especially passionate about are Operation Breakthrough, MOSCA, Rose Brooks, The Children's Place, The Kansas City Ballet, and The Nelson-Atkins Museum of Art.

I also enjoy spending time with my family and friends – especially my two children, Charley and Hunter.

Awards & recognition

  • Five Star Wealth Manager, 2012, 2013, 2014, 2015, 2016, 2017
  • Ameriprise Circle of Success, 2014, 2015, 2016, 2017
  • Premier Protection award, RiverSource Life Insurance Company , 2013, 2014, 2015, 2016, 2017
  • Protect. Grow. Give® award, RiverSource Life Insurance Company , 2011, 2012

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Bachelor of Science, University of Kansas, 2003, Lawrence, Kansas

Community participation

    • MOCSA- A NIGHT OUT WITH MOCSA Co-Chair: Improves the lives of children impacted by sexual abuse & assault & works to prevent sexual violence in the community – helping victims become survivors.
    • Rose Brooks Center: Cabaret Committee Member - an event to support services for victims of domestic violence, while bringing an entire community together to raise awareness about our mission.
    • Operation Breakthrough: provides a safe, loving & educational environment for children in poverty.
    • The Nelson-Atkins Museum of Art
    • Women's Foundation of KC
    • Kansas City Ballet & Symphony
    • Boys and Girls Club of Kansas City