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Herbert K. Catledge CFF®, LUTCF®, RICP® President/Founder

Herbert K. Catledge CFF®, LUTCF®, RICP®
President/Founder

Certified Financial Fiduciary®

After spending 21 years in the Marine Corps defending his country, Ken Catledge began his career in the financial services industry, graduating with his first designation as a Fraternal Insurance Counsellor Fellow (FICF) in 2005. He quickly discovered that working as a financial advisor tapped into the core values to which he had dedicated his life: integrity, trust, and service. He quickly expanded his education, adding a second designation as a Life Underwriter Training Council Fellow® (LUTCF®), a third designation as a Retirement Income Certified Professional® (RICP®), and a fourth Certified Financial Fiduciary® (CCF®) in quick succession. Ken holds B.S. highest honors in accounting and finance from Southern New Hampshire University.

Ken believes a meaningful client-advisor relationship is found in interpersonal communication and exceptional customer service. He is excited to put his experience to work, helping more families pursue financial stability! He treasures the opportunity to get to know his clients over years of partnership and to celebrate with them as they hit their significant life accomplishments: traveling, spending quality time with family, and putting their hard-earned money to work to enjoy a fruitful retirement.

As an Independent Financial Advisor, Ken will learn what makes you unique and work with you to tailor solutions based on your financial and estate planning goals.