By Kim Segal, CFP®
People choose their respective careers for many reasons, whether it’s potential for advancement, a desire to use their skills in a specific arena, or even income possibilities. But for me, it was all about helping others. I wanted a career that would allow me to add value to people’s lives and help them achieve a bigger future they only dreamed of. With an interest in finance and an understanding of how much of an impact money makes, I decided to put my passion into action as a financial advisor. I strive to build strong personal relationships with clients, so together we can achieve their dreams.
First Career Steps
After graduating from Boston University, where I earned a Bachelor of Science in Business Administration and Management, I jumped right into the financial world working for Fidelity. I climbed my way up from trading and answering calls to work in the investment center. I broadened my skill set during my seven years with Fidelity, learning more about the operational side of things and how to resolve issues. In 1999 I was hired as an advisor with Charles Schwab, and during this time I completed my CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.
Building My Career
I spent the next 16 years working as a financial planner, vice president, and financial consultant. In 2015, I knew it was time to step away from a larger, corporate setting in order to give my clients a more personal touch. I want to hear people’s stories, walk with them through decisions, and provide security and education. I get a great sense of fulfillment from helping a client assess their financial situation as it currently stands, ideate what their financial future could look like, and then implement a plan to get them there. I maintain the highest level of commitment and dedication to each of my clients, and I get to know them on a personal level, beyond just the quantitative details that help me do my job. I never operate on a one-size-fits-all plan.
My Career Today
Now, as a wealth advisor and co-owner of Catalyst Investment Management, I get to spend my days doing what I dreamed of—helping business owners, pre-retirees and post-retirees build wealth and set themselves up for a secure future while still having the time and energy to do what they love. I specialize in walking my clients through big life changes. Whether you’re planning for retirement, retired, trying to plan for college, going through a divorce, navigating Social Security, or just needing to make a course correction, I’m here to help!
The best part of my job is providing my clients with peace of mind knowing someone is proactively looking out for them, getting them closer to their goals and celebrating with them as they get to live out their dreams.
Are You Ready For A Different Financial Future?
I’d love to meet you, get to know you, and find out more about your financial goals. I can’t wait to listen as you explain your worries and the unique challenges you’re facing on your financial journey. Together, we can create a personalized plan and make your dreams a reality. With my unique set of skills and expertise, there’s no reason for you to go it alone! Take the first step today by calling us at (617) 610-05867 or emailing firstname.lastname@example.org.
Kim Segal is co-owner and CERTIFIED FINANCIAL PLANNER™ (CFP®) at Catalyst Investment Management, an independent firm dedicated to providing personalized financial advice and planning. With over 20 years of experience, Kim is passionate about developing long-term relationships with her clients so she can provide them with customized solutions that make the most impact on their lives. Kim specializes in serving business owners, pre-retirees and post-retirees who desire a road map to their ideal retirement and women who are recently divorced or in the process of getting a divorce. Every client of Kim’s receives her utmost dedication and attention as they work toward their goals. She graduated from Boston University with a bachelor’s degree in business administration and spent much of her career prior to CIM at Charles Schwab, where she held various roles, including financial planner, vice president, and financial consultant. Outside of work, Kim loves spending time with her two teenage children, cooking, and staying active by running and skiing. Learn more about Kim by connecting with her on LinkedIn.