Kathleen M. Christensen, CPA/PFS
Chief Compliance Officer
Investment Adviser Representative
Kathy brings over 15 years of experience in finance, tax planning and accounting to her position as investment advisor representative of Filomeno Wealth Management, LLC.
Since 2004, she has been providing tax and financial services to clients of Filomeno & Company with an emphasis on investment planning, management and tax planning.
Prior to joining Filomeno, she advanced through numerous leadership roles throughout CIGNA’s divisions as a member and graduate of CIGNA’s respected Financial Development program (FDP). These positions included Director and Controller of CIGNA Dental Health, Assistant Director of CIGNA HealthCare financial reporting, Assistant Director of CIGNA Investment Real Estate and Manager of CIGNA HealthCare Sales. The FDP provided diverse employment, coaching and training responsibilities. Before that, she spent four years in public accounting at Deloitte and Touche, an international public tax and accounting firm.
Education and Accreditations
Personal Financial Specialist (2009)
University of Hartford, MBA with taxation concentration (1993)
Certified Public Accountant (1990)
Fairfield University, BS Accounting (1986)
Professional and Civic Affiliations
Member of American Institute of Certified Public Accountants (AICPA);
Member of the Hartford Estate and Business Planning Council
Member of CT Society of Certified Public Accountants (CSCPA)
Active parishioner and catechist at the Church of St. Peter Claver
Field Hockey Coach
More about Kathy
Married to Curt; children Eric, Emma and Elizabeth
Avid fan of children’s football, soccer, basketball, softball and lacrosse
email address: kmc@filomenowealth.com
Click here to download Kathleen M. Christensen's vcard with her contact information.
