Cathleen Tobin, CFP®, CCFC, RICP®
Financial planning for women who take the financial lead in their household
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Serving Clients Nationwide
Financial planning for women who take the financial lead in their household
Areas of Focus
- Education Needs and Funding Analysis
- Equity Compensation Options
- Inherited Wealth
- Investment Management
- Retirement Planning
- Socially Responsible Investing
- Taxes
- Women & Wealth
About Cathleen Tobin, CFP®, CCFC, RICP®
I help women align their values, goals and money. Together we design a financial plan tailored to your vision for a fulfilled life. My clients often feel unseen by traditional financial service providers, and are tired of being talked at instead of spoken to. This includes women breadwinners, who want to be sure they're doing all they can with their money to secure the future; and women who feel like they should be able to create a financial plan but aren't sure where to start.I became a financial planner after fifteen years consulting with banks that wanted to better serve women clients. That time included a great many conversations with women and men about their goals, dreams, fears and how money relates to all of it. It hit home that change comes slowly in the financial services industry – I’m tired of jargon and how hard it still is to find straightforward, trustworthy information.
This led me to step away from working with banks and pivot to helping other women design their plan to fulfill their vision. As a female financial advisor I’m uniquely positioned to do this.
As a CERTIFIED FINANCIAL PLANNER™, I am a fiduciary and only act in the client’s best interest. I make recommendations because they make sense for you. That’s it.
My journey has included life and work in India, Vietnam and other places, an MBA from Cornell University, several years on a trading floor right out of college and stops along the way that contribute to the life experience that I bring to each of you.
Professional Designations
- Certified College Financial Consultant (CCFC)
- CERTIFIED FINANCIAL PLANNER ®
- Master of Business Administration (MBA)
- Retirement Income Certified Professional (RICP)
Affiliations
-
Fee Only Network
- Financial Planning Association
- National Association of Personal Financial Advisors
- XY Planning Network
- Financial Planning Association
Primary Location
Rhinebeck, NY, 12572
Meeting Options
- Video Conference
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a 45-minute video call so we can get to know each other. You'll find an overview of that call and what to expect on the scheduling page.Offers Investment Management
Yes
About Moonbridge Financial Design
As a client of Moonbridge Financial Design, we'll create a plan that secures your financial future while you live well today. We do this by prioritizing what matters most to you in life and aligning your money around those values.I’ll be your guide by listening to you, answering your questions and helping you navigate choices. I am:
✔️ Independent
I am not affiliated with a bank, broker/dealer or insurance company that expects me to meet sales targets. As an independent finanical planner, I work for you.
✔️ Fee-only
I don’t sell products or take commissions or referral fees of any kind.
✔️ Fiduciary
I am a CERTIFIED FINANCIAL PLANNER™ who puts your best interest first. Always.
✔️ Straightforward
I discuss your finances in plain language, without jargon.
✔️ Collaborative
In this relationship, I’m the guide and you’re the thinking partner. We design your plan together.
We’ll work together to design your financial future and put you in control of what can sometimes feel like financial whack-a-mole. I’ll help you find clarity and see the path ahead, so you can spend more time living life and less time wondering if you’re doing this right.
Education
Cornell Johnson Graduate School of Management, MBA | College of the Holy Cross, BA, Sociology
Hobbies and Interests
- Gardening
- Music
- Traveling
- Volunteering
SEC Lookup
View DisclosureWho We Serve
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Gen Y / Millennials
- Gen Z
- Single Women
- Women in Transition
- Women Professionals
- Women’s Finance
- Young Families
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