Kathy Mezei Raabe, CFP®

  • Kathy Mezei Raabe, CFP®

Senior Wealth Advisor

Kathy has worked in the financial services industry for over 35 years. Having begun her career as a stock broker and later a mutual fund representative, Kathy found her passion in wealth management and helping clients achieve their financial goals. She wants those she works with to gain an understanding of their relationship to their money and how it can help them live the life they envision.

“It is an honor to be granted stewardship over a client’s financial assets. Those assets are the tool the client needs to live the life they’ve imagined. My role is to guide these individuals and families as they identify their financial aspirations and to create and implement a financial plan to help realize those dreams.” 

Kathy holds degrees in International Relations and Economics from The American University in Washington, D.C. She is a CERTIFIED FINANCIAL PLANNER™. In her free time, Kathy enjoys spending time with her husband, John, and son, Max. Together they travel, ski, bicycle, support live theater and indulge Kathy’s love of photography. As a family they have traveled to Vietnam as volunteers with Global Dental Relief.

email | 720.609.2328

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