Broker Check
Kathleen M. Englehart, ChFC® CLU®

Kathleen M. Englehart, ChFC® CLU®

Vice President

Kathleen M. Englehart, ChFC®, CLU® has been a practicing Financial Advisor since 1994.  She joined RLB Wealth Planning team as an associate planner in October 2018.  In July 2022, Kathy and Brian Amato merged with RLB Wealth Planning and will work with Rich Bergen as he transitions into retirement.

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 experience 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 most of her life 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. 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!