Kara Brockmeier, CFP®, CDFA®
Co-owner & CERTIFIED FINANCIAL PLANNER® professional
As a CERTIFIED FINANCIAL PLANNER® professional, I’m passionate about partnering with clients to design meaningful financial plans that support their goals through every chapter of life - from exciting new beginnings to major transitions and everything in between.
I also hold the Certified Divorce Financial Analyst® (CDFA®) designation and specialize in guiding clients through the financial complexities of divorce, empowering them to rebuild and thrive in their next chapter.
With two decades in the financial planning industry, I strive to make money feel less intimidating - and even a little fun - to talk about.
Alongside my work at Pathmark, my husband, Greg, and I are raising our three kids, Peter, Caroline, and Connor. I’m a planner at heart, so I’m always thinking about our next adventure - and I love hearing about my clients’ travels. I’ve retired from sourdough baking and am now in my gardening era.
Let’s connect. I’d love to help make your wealth meaningful!