About My Practice
Experience, integrity, responsive . . .
Building trusting relationships to help individuals achieve fulfilling lives while making a difference everywhere we engage.
Kathy Armstrong and her team provide comprehensive financial planning to Baby Boomers, professionals, and families in transition. Committed to the individual needs and priorities of her clients. Kathy delivers objective, straight-forward strategies to achieve their lifelong goals.
- Maryland's Top 100 Women in 1997, 2005 and 2007 - The Daily Record
- Maryland's Top 100 Women Circle of Excellence in 2007 - The Daily Record
- Baltimore's Top 25 Women Entrepreneurs in 2008 - BRAVA, Smart CEO Magazine
Kathy holds an undergraduate degree in economics, as well as an MBA, and attended the National Trust School at Northwestern University and the National Graduate Trust School at the University of Chicago (sponsored by the American Bankers Association). She has completed the NASD series 7, 63, and 65 exams, and has received the CFP® (Certified Financial Planner) and CRPC® (Chartered Retirement Planning Counselor) designations.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63, 65
Life insurance: MD, CO, SC, FL, VA, DC, PA, NY, NJ, Health/disability insurance: MD, CO, SC, FL, VA, DC, PA, NY, NJ, Fixed annuities: MD, CO, SC, FL, VA, DC, PA, NY, NJ, Variable annuities: MD, CO, SC, FL, VA, DC, PA, NY, NJ, TX
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - CRPC
Lincoln Financial Advisors
Kathy Armstrong is a Registered Representative of Lincoln Financial Advisors. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.