Kathy Mezei Raabe, CFP®

Kathy Mezei Raabe is a Partner and Senior Wealth Advisor with Seneca Financial Advisors LLC. Ms. Raabe has over 35 years experience in the Financial Services Industry having begun her career with Legg Mason Wood Walker in Washington, DC. She relocated to Denver, CO in 1995 and most recently served as a Senior Wealth Advisor for Frontier Wealth Management. Ms. Raabe’s focus is on financial planning and wealth management. She assists her clients in establishing long term financial goals and working with them to realize those goals through continued thoughtful planning and investing. She also helps many divorced and widowed women navigate their unique financial situations. Socially Responsible Investing is another discipline that Ms. Raabe has embraced allowing her clients to align their values with their investment portfolios. Ms. Raabe is a member of Seneca’s Investment Committee and serves as the firm’s Chief Compliance Officer.

Education:

American University, B.A. International Relations and Economics, Minor in Business

Certifications:

CERTIFIED FINANCIAL PLANNER™ practitioner