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Kathy Kaffenberger ChFC® Renews Membership with the Financial Services Institute

//Kathy Kaffenberger ChFC® Renews Membership with the Financial Services Institute

FSI Advocates for Main Street Americans’ Access to Objective, Affordable Financial Advice

East Syracuse NY, Vero Beach FL- Local financial advisor Kathy Kaffenberger ChFC®, of Marathon Financial Advisors today announced she has renewed membership with the Financial Services Institute (FSI) in Washington, D.C. FSI advocates for Main Street Americans’ access to objective, affordable financial advice, delivered by a growing network of over 37,000 independent financial advisor members.

“I am proud to renew my membership with FSI, an organization that works hard every day, to protect my clients’ access to quality financial advice,” said Kathy. “FSI helps educate elected officials and regulators on what Americans need from financial advisors and how the industry works with clients to secure their financial futures. They also help ensure that I can continue to offer my clients the advice they need.”

“We are very pleased to have Kathy renew their membership,” said FSI President & CEO Dale E. Brown. “Our advocacy is only as effective as our engaged members. And conscientious advisors like Kathy help bring real-life experience to our efforts. We plan to continue to work closely with Kathy as we advocate for independent financial advisors and the hard-working clients they serve.”

Kathy Kaffenberger ChFC® practice offers comprehensive, holistic financial planning with a forward-thinking approach to the next generation by incorporating estate planning strategies, and insurances as needed to mitigate identified risks. She has been an independent advisor for 3 5 years and is affiliated with Cadaret Grant & Co., Inc.. Kathy is also active in the Boy Scouts of America Longhouse Council, as well as a member of the Estate Planning Council of Central NY.