Colleen Kavanaugh, ChFC®, CDFA®

With a deep commitment to integrity and thoughtful financial planning, it is a privilege to play a meaningful role in the financial lives of families, executives, and businesses. I approach every financial decision as if it were my own, ensuring that my clients feel confident and supported in their journey toward financial success.

Prior to joining The Summit Group in 2015, I worked for 8 years at Fidelity Investments in Boston, serving as Regional Vice President/Relationship Manager in my last role at the company. Upon leaving Fidelity to relocate to the NY area, I was fortunate to create a small business with my sister – a music- and humor-based Spanish program for children, operating in Boston, Upstate NY, and the Northern VA area. Discovering a love for educating young people, I taught Spanish for 3 years in private schools using our company’s curriculum.

Combining corporate, small business and educational experiences, I returned to financial services in 2015 as a Financial Advisor – helping clients through each life stage, a process that forges lifelong client relationships based on trust, professionalism and integrity.

I graduated from the University of Vermont where I played soccer and studied Spanish and Economics. I hold FINRA Series 7, 65 & 63 registrations, and am insurance-licensed in multiple states. I recently earned the ChFC® (Chartered Financial Consultant) & CDFA® (Certified Divorce Financial Analyst) designations and am currently preparing for the CFP® certification exam. I have enjoyed playing sports all of my life, finding numerous parallels between challenging myself physically and the rewards of continuous learning and growth. This mindset allows me to provide clients with the most effective, up-to-date strategies tailored to their needs.

Outside of work, you will find me volunteering for many of my 3 boys’ athletic endeavors & activities, running with our excitable dog (Diesel), and enjoying family and friends in the community.

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