Since joining HVFCU Financial Services in 1999 as a Financial Consultant, Cathy West has worked closely with members to help them develop comprehensive financial strategies. She has extensive experience in creating a lifetime plan for retirees and pre-retirees who are concerned about protecting their principal. As an HVFCU Financial Services Consultant, Cathy is experienced in Portfolio Review, Retirement Planning, Wealth Accumulation, Asset Protection and Estate Planning. In addition, she is certified by the New York State Insurance Department as an approved Long Term Care and Life Insurance professional.
In 2011, Cathy was recognized as a top financial advisor and named to the LPL Financial Director’s Club. This distinction is based on an annual production ranking of the approximately 12,800 registered advisors nationwide who are supported by LPL Financial.
Cathy’s mission is to offer members personalized options that allow them to make informed financial decisions. In addition to meeting personally with members, she also conducts a number of free, educational seminars and workshops on timely topics such as Social Security-More Than Meets the Eye, The Road to Recovery, Retirementology, and Estate Planning.
She has earned the designation of CERTIFIED FINANCIAL PLANNER,™ which required completing a rigorous 2-year course and passing the National exam. CFP® professionals must meet the Financial Planners Standards Council standards in education, experience, examination and ethics. CFP® professionals must also have 30 hours of continuing education every year and agree to abide by the CFP® Code of Ethics to renew their right to use the credential annually.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA /SIPC. Insurance products offered through LPL financial or its licensed affiliates. Hudson Valley Federal Credit Union and HVFCU Financial Services are not registered broker/dealers and are not affiliated with LPL Financial.
LPL Financial representatives offer access to trust services through The Private Trust Company N.A, an affiliate of LPL Financial.