Catherine Utley, CFP

Catherine Utley, CFP

Financial Planning Consultant

Catherine began her career in Financial Services in 1998. In 2019, Catherine brought her extensive experience as a Certified Financial Planner™ Practitioner to Baystate Financial. As a member of the Baystate Financial Planning Team, Catherine maintains a personal commitment to providing each financial planner with strategies for their clients to help preserve their capital, minimize potential estate tax issues, and build and protect their wealth.

Her role includes providing objective and comprehensive financial planning advice to the firm’s financial planners which includes the areas of retirement planning, investment planning, estate planning strategies, risk management, and income tax planning strategies.

Catherine graduated from University of Phoenix in 2007 with a Bachelor’s Degree in Business Finance and holds her Series 7 & 66 licenses as well as the CFP® designation.

CRNXXXXXX-258236

Phone 617-585-4595