Katharine Bressington
Katharine Bressington is a CFP-designated registered investment advisor at Linden Financial Consultants, LLC, based in Rochester, NY, with 3 years of industry experience. Katharine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 235 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Linden Financial Consultants does not manage investments directly. They provide investment consultation services billed hourly, offering information on investment vehicles, portfolio design, and asset allocation. Clients make all investment decisions themselves.
Location
150 Allens Creek Rd, Ste #250, Rochester, NY, 14618
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Katharine is a notary public since 2007 and a director at the Foundation for Women's Financial Education since 2015, where she dedicates a few hours per week to financial literacy and course creation/delivery. The foundation role is not investment-related.
Employment History
Current Registrations
Linden Financial Consultants, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.