Kathleen M Englehart, ChFC ®, CLU ®

Kathleen M. Englehart has been a practicing Financial Advisor since 1994. She joined Cadaret Grant in August 2006 and affiliated herself with American Investment Planners in April 2020.

Kathy takes the collaborative approach when it comes to helping individuals, families, executives and small business owners achieve their financial goals. Her areas of expertise include financial education, college planning, retirement planning and insurance (risk) management – including life, disability and long-term care insurance. For small business owners, Kathy helps with the selection and implementation of retirement benefit plans including 401k, Solo 401K, SEP and defined benefit plans. 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 50 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. Outside of work, she enjoys baking, gardening, and spending time with her family and friends.