Kathy E. Matheson

Kathy E. Matheson

Chief Operations Officer

Kathy serves as the Chief Operations Officer for the Center for Wealth Preservation.  As such, Kathy oversees the Compliance and Finance Departments in addition to the responsibility of managing the contracting, licensing/registration and insurance departments.  Her primary areas of expertise are in securities compliance, compensation, and developing/implementing systems and processes to manage workflow for maximum efficiency.

Over the course of her years in the financial industry, Kathy has served in a variety of positions including Pension Design Manager, Financial Planning Manager, HR Specialist 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 from the International Foundation through the Wharton School.  She graduated from Hofstra University with a Bachelor of Science degree in Public Affairs and Organizational Management.

Outside of the office, Kathy enjoys bowling, Zumba and power boating with her husband, Kevin. She currently serves as the Executive Officer for the Great South Bay Chapter of the United States Power and Sail Squadron. 

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 202 West, Syosset, NY  11791.  *Supervisory Office:  6800 Jericho Turnpike, Suite 202 West, Syosset, NY  11791 (516) 364-4203.  The Center for Wealth Preservation is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.


Contact Info

Phone:  516-682-3371
E-Mail:  KMatheson@FinancialGuide.com


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Our primary objective is to help you achieve financial freedom in a complex and constantly changing world by designing strategies to help you achieve what is most important to you.

6800 Jericho Turnpike
Suite 202W Syosset, NY 11791
Phone: (516) 364-4203