Cate Anderson

Client Service Specialist

Office: 608-831-3230
cate.anderson@goldsteinadvisors.com

Meet Cate

Kindness defines Cate’s personality. She joined the Goldstein team in 2021 as Client Service Specialist, and makes it her goal to treat each client with respect while efficiently handling client requests. With a “can-do” attitude, Kate supports Goldstein’s financial professionals and meets each client’s needs with a focus on quality, privacy, and security.

Cate has a vision for her future in the financial services industry. She is currently pursuing a business management degree from Madison College, and has recently obtained her Chartered Retirement Planning Counselor (CRPC®) designation.

In her spare time, Cate enjoys spending time with family and friends, hiking, gardening, skiing, traveling, and hunting. She is also a dog mom to her puppy, Bella. Paying for someone’s coffee, leaving a kind note, or performing any other random act of kindness is also something Cate does regularly to foster positivity in the world.

Education

Madison College – Business Management Program

Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA /SIPC
Investment advisory services offered through Goldstein Advisors, LLC
Goldstein Advisors, LLC and Bluespring Wealth Partners LLC are affiliates of Kestra IS. Investor Disclosures.

Check the background of this firm on FINRA's BrokerCheck.

Goldstein Advisors, LLC does not offer tax or legal advice. Please seek guidance before making decisions about your unique tax and financial situation. Converting a traditional IRA to a Roth IRA is a taxable event and could result in additional impacts to your personal tax situation, including the taxation of current social security benefit payments. Be sure to consult with a qualified tax advisor before making any decisions regarding your IRA.

Goldstein Advisors, LLC is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by the SEC nor does it indicate that the adviser has attained a particular level of skill or ability. All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's investment portfolio. Asset allocation and diversification do not ensure or guarantee better performance and cannot eliminate the risk of investment losses. Content on this website should not be construed as personalized investment advice or as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. A professional adviser should be consulted before implementing any of the strategies presented.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® plaque design in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Cate Anderson

Meet Cate

Education

Madison Office

Hours