Colleen Kavanaugh, CFP^®, ChFC^®, CDFA^®

With a deep commitment to integrity and thoughtful financial planning, it is a privilege to play a meaningful role in the financial lives of families, executives, and businesses. Colleen approaches every financial decision as if it were her own, ensuring that her clients feel confident and supported in their journey toward financial success. As a CERTIFIED FINANCIAL PLANNER™, Colleen works with clients to incorporate all aspects of their financial lives – asset location and tax strategies, as well as wealth management, insurance, and estate planning – into a comprehensive plan that adjusts as life evolves and changes.

Prior to joining Equitable in 2015, Colleen worked for 8 years at Fidelity Investments in Boston, serving as Regional Vice President/Relationship Manager in her last role at the company. Upon leaving Fidelity to relocate to the NY area, Colleen co-created a music- and humor-based Spanish program for children, operating in Boston, Upstate NY, and the Northern VA area. Discovering a love for educating young people, Colleen taught Spanish for 3 years in private schools using their company’s curriculum.

Combining corporate, small business, and educational experiences, Colleen returned to financial services in 2015 as a Financial Advisor – helping clients through each life stage, a process that forges lifelong client relationships based on trust, professionalism, and integrity. Colleen graduated from the University of Vermont, where she played soccer and studied Spanish and Economics. She holds FINRA Series 7, 65 & 63 registrations, and is insurance-licensed in multiple states. Colleen recently earned the CFP® (CERTIFIED FINANCIAL PLANNER™) designation, finding many parallels between challenging herself physically and the rewards of continuous learning and growth. This mindset allows her to provide clients with the most effective, up-to-date strategies tailored to their needs.

Outside of work, you will find Colleen volunteering for her three kids’ athletic endeavors and activities, running with their excitable dog (Diesel), and enjoying family and friends in the community.

Colleen has also served as a Board Member for CAPTAIN Community Human Services since 2024.

CA Insurance License #4019065

Fun Facts:

• I participated in the NYC and Boston marathons
• I recently completed a Tough Mudder race and Spartan race
• I consume too much sugar