Kathy serves as the Director of Operations and Finance for the Center for Wealth Preservation. Her primary areas of expertise are in securities compliance, compensation and personnel issues. Kathy oversees the Contracting Department in addition to the responsibility of managing the Insurance and Licensing/Registration Department.
In her thirty years in the industry, Kathy has served in a variety of positions, including Pension Design Manager, Financial Planning Manager and Agency Supervisory Officer. Kathy earned her Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from the American College and her Certified Employee Benefit Specialist (CEBS) designation with the International Foundation through the Wharton School. She graduated from Hofstra University with a Bachelor of Science degree in Public Affairs and Organizational Management.
Kathy E. Matheson is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC member SIPC (www.sipc.com). 6800 Jericho Turnpike Suite 202W Syosset, NY 11791 *Supervisory Office: 6800 Jericho Turnpike Suite 202W Syosset NY 11791 (516) 364-4203. Center for Wealth Preservation, Gary Ranftle, General Agent.
