Kathleen Erickson, RICP®

Kathleen Erickson, RICP®

Wealth Advisor

 

Kathleen Erickson, RICP®, joined Gottfried & Somberg Wealth Management, LLC, in 2012 with more than 30 years of experience in the Financial and Insurance industries.


Kathy has counseled numerous clients to help them build, preserve, and enjoy their wealth.


As a Wealth Advisor and Retired Income Certified Professional (RICP®), Kathy combines her skills and personal approach when providing wealth management and retirement planning. She works closely with you to build a cohesive financial plan to simplify the demands of managing your wealth and retirement, freeing up your time to devote to your family, business, and personal endeavors.


Kathy holds numerous professional certifications and registrations, including FINRA Series 7, 24, 63, and 65 securities registrations through Commonwealth Financial Network. She also has licenses for life insurance, fixed and variable annuities, and long-term care insurance.



2014-2023 Five Star Professional Wealth Manager Award, created by Five Star Professional. The 2023 award was presented in on November 2023 based on data gathered within 12 preceding the issue date. 3,564 Connecticut -area advisors were considered, 313 were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor's future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.



Since 2017—The educational, ethical, and experience requirements established by the Board of Trustees of The American College of Financial Services have been satisfied. The right to use the RICP® designation is contingent on adherence to the ethics, Continuing Education and other requirements of The College’s Professional Recertification Program and requires ongoing recertification.