With more than twenty years in the financial services industry, Kate Tastrom began her career working with corporate clients at HSBC and Neuberger Berman before turning her focus to financial planning with First Financial Advisors Group. Her aim is to help her clients feel more knowledgeable about their finances and secure about their future.
Kate is a CFP® professional who graduated from Fordham University with a major in Economics and minor in Business Administration. She holds Series 7, 63, 65, and Life, Accident, and Health Insurance Licenses. She lives in Shoreham with her husband Travis, and their three children Nora, Kelly and Claire.