Broker Check
Kathryn Meredith

Kathryn Meredith

Owner, CFP®

As the creator of The Prosperity ProcessTM, Kathie is well known for her client-centered approach.  Kathie is a Certified Financial Planner™ professional, and has been a financial planner and successful business owner since 1989. In addition, Kathie’s extensive business background gives her a unique perspective on her client’s needs.
Kathie’s vision, dedication and commitment have helped more than 2,000 people travel the road to prosperity.  Her success is a direct result of focusing on each client’s needs, while delivering high-quality service.  Kathie has personally hired and mentored a team of business professionals who share her values.

Kathie maintains a series 7, 24, 63 and New York State Insurance license.