About

Kathleen Roth, CFP

Kathy Roth, CFP, Suddenly On Her Own Consulting ServicesKathy’s specialty is helping women going through life transitions such as divorce or widowhood.

Her clients are able to rebuild their lives as she helps them deal with the changes prompted by major life transitions such as divorce and widowhood. As a result, they are able to live their lives with more confidence and comfort.

Kathy is a Certified Financial Planner®.

She has been a financial planner since 1979.

Currently owner and co-founder of Waterstone Financial Services, she worked with IDS (now Ameriprise), PaineWebber, Sage Rutty & Co., and Waterstone.

More information about Kathy’s background and career can be found on her LinkedIn profile, her Kathleen-Roth-Cambridge-ADV 2011, and on the Cambridge Investment Research Advisors, Inc. Form ADV.