Kathryn R. Castro, CFP®, CDFA®

Biography

Kathryn R. Castro is a financial advisor with Cadence Wealth Management Solutions, a private wealth advisory practice of Ameriprise Financial Services, LLC. She has been serving clients in this capacity for over 15 years.  Katie is a CERTIFIED FINANCIAL PLANNING™ practitioner and a CERTIFIED DIVORCE FINANCIAL ANALYST.  Her educational background, which includes a Bachelors in Social Work and a Masters in Counseling, gives her a unique perspective to help clients and their families develop financial plans and reach their financial goals.  Prior to working in the financial industry, Katie was employed in the public school setting as a school counselor where she worked with young children and teens to navigate the challenges they faced, often including families struggling with divorce and transition.  Katie currently supports her divorcing clients through individualized discussion, analysis and planning for each stage of the divorce process.  Katie is an active member of the Collaborative Law Association of the Rochester Area and certified as an allied professional.