Catherine Seeber, Cfp®, Ceft® Email & Phone Number

My ambition is to provide an exceptionally positive experience for individuals in transition as a result of divorce, widowhood, retirement, inherited wealth, or a large cash settlement. I serve as a vice president and financial advisor at CAPTRUST and have served over 20 years in the financial services industry. By connecting my client’s personal life goals and values with their finances, I am able to help them build the life they want, gain financial security, and provide them the peace they need in order to focus on what is truly important. As a CFP® and a Certified Financial Transitionist™, my expertise lies in both the technical aspects of comprehensive financial planning—including tax, cash flow, budgeting, retirement, estate planning, and investment portfolio analysis and management as well as the personal side of money. By working together, my clients can successfully navigate life changes, make confident decisions, and achieve a higher sense of personal and financial well-being – one phone call, one meeting, one life event at a time.I am passionate about sharing my knowledge and experiences with others, whether they are professionals in the industry or those needing help during times of transition. My articles have been featured in a variety of national, local, and industry-specific media outlets, including The Wall Street Journal, New York Times, Financial Planning, Fox Business, and MarketWatch. I also write as a guest columnist for Financial Advisor Magazine and Advisor Perspectives.To give back to my community, I chair numerous event committees that raise funds for local nonprofit organizations. I am also a founding member of the Fund for Women in DE, as well as a business development committee member for the Delaware Community Foundation.I received my bachelor’s degree in business administration (cum laude) from Goldey-Beacom College.

Listed skills include Estate Planning, Financial Advisory, Investment Advisory, Strategic Financial Planning, and 2 others.