Kita, Gorman and Associates

Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

Terence Kita, Financial Advisor serving the Conshohocken, PA area - Ameriprise Advisors

Terence Kita

CFP®, MBA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Terence Kita's website
Robert Gorman, Financial Advisor serving the Conshohocken, PA area - Ameriprise Advisors

Robert Gorman

CFP®, CDFA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Robert Gorman's website

Team

Stacey R. Heikkila

Stacey R. Heikkila

Paraplanner

Qualifications

  • Series 7 License
  • Series 66 License
  • Life, Accident & Health License
View more

Misty M. Carroll-Devine

Assistant