Women in Business 2021: Kathleen Christensen, Connecticut Wealth Management
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Kathleen Christensen is a partner at Connecticut Wealth Management (CTWM), a registered investment advisor that provides unbiased financial planning. She works with executives, business owners and families. With a track record of helping clients identify and create plans that guide them towards their long-term financial goals, Christensen’s expertise includes philanthropic planning and socially responsible investing. She is a certified public accountant, personal financial specialist and certified divorce financial analyst. Christensen leads the CTWM Charitable Committee, is a member of the CTWM Investment Committee and a board member of the Bridge Family Center and Connecticut Women’s Council.
What has been your biggest professional accomplishment so far?
In my 25 years of working in the financial industry, I have developed long-lasting relationships with my clients. I have helped them map out and reach their long-term financial goals and, most importantly, I know them personally and have created authentic and genuine relationships with each of them.
What are your keys to maintaining business success?
My approach is very simple. Be present, listen, operate with integrity, be supportive, authentic and empathetic. When challenged with an obstacle, work through it with drive and grit, be positive and collaborate with your team and external resources to identify the best solution.
Who has been your most important mentor and why?
I have been mentored by many leaders. I am most thankful for the women who blazed a trail before me to provide opportunities to women like me to ultimately become a partner at Connecticut Wealth Management. I enjoy mentoring others and having a positive impact in their lives.
What do you like to do outside of work?
I feel it is my responsibility to give back to the community. Making a positive impact in someone’s life is humbling and life changing. I enjoy serving on the board of the Bridge Family Center, leading its development committee, and helping to organize its annual Children’s Charity Ball.
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