CFP® Brings Over 20 Years of Experience to the Firm's Client First Approach
Cherry Hill, NJ: Pine Valley Investments, LLC is pleased to introduce Kathleen Q. Fay, CFP® as its Director of Financial Planning. The latest addition to PVI's team of diverse and experienced financial professionals has been advising high net worth clients in financial planning, investment selection, and risk management strategies for over 20 years.
As a Certified Financial Planner (CFP®), Ms. Fay achieved the standard of excellence in the financial planning industry, having met rigorous education, training, and ethical requirements and passing the CFP® Board's examination. For the last 16 years, she was a wealth advisor at Girard Partners, where she rose to become Senior Vice President and served as a longtime member of the Investment Committee. She previously advised clients at Charles Schwab, where she won the prestigious national Client Service Award. A student of history, she graduated from the University of Delaware before earning FINRA Series 7, 63, and 65 licenses.
Ms. Fay's client relationships are based on developing trust and a deep understanding of the client's financial goals. Using a comprehensive planning method helps them achieve financial freedom. PVI's client centered financial planning approach coupled with its advanced knowledge of risk management are what drew Ms. Fay to the firm. She remarked, "This is an exciting time to be joining a firm with sophisticated techniques for managing portfolio risk. PVI's focus on client needs is a good fit, and I look forward to working with high net worth clients interested in the potential benefits of combining asset allocation with advanced risk management strategies as they navigate market volatility of historic levels."
About Pine Valley Investments, LLC: PVI is an SEC-registered investment advisory (RIA) firm which serves as the Chief Investment Officer for wealthy families and businesses. Founded in 2014, PVI's client first approach and diverse team of financial professionals have set it on a rapid growth trajectory and increasing national footprint.