Broker Check
Kathleen M. Englehart, ChFC®

Kathleen M. Englehart, ChFC®

Financial Advisor

Kathleen M. Englehart, ChFC® has been a practicing Financial Advisor since 1993.  She joined RLB Wealth Planning team as an associate planner in October 2018.  In May of 2021, Kathy earned her Chartered Financial Consultant designation.

Over the years, Kathy has collaborated with many individuals and families, executives, and small business owners to help them achieve their financial goals. Her areas of expertise include financial education, college planning, retirement planning and risk management. Kathy enjoys educating the public about financial issues and has lectured throughout New York on such topics as Financial Planning for Women and College Planning.

Kathy has been a Baldwin, Long Island resident for over 45 years and resides there with her husband, three daughters and rescue dog Rosie.  She maintains strong community ties through her longtime involvement in the Baldwin Chamber of Commerce, the Baldwin Civic Association, and various local PTAs.  Kathy has her series 6, 7, 63 and 65 licenses and is currently studying to obtain her CLU designation. Outside of work, she enjoys baking, gardening, and spending time with her family and friends.  Like Rich, she is a "die hard" New York Mets' Fan!