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Kathleen H
Series 65
New Freedom, PA
Houseman Financial LLC
Kathleen Houseman is the sole advisor at Houseman Financial LLC in New Freedom, PA. She holds a Series 65 designation and has one year of experience in the financial advisory industry. Prior to founding Houseman Financial LLC, she worked at McCormick & Company, Inc. for 28 years. In addition to her advisory role, she is employed as a financial consultant and tax professional at William T Houseman CPA, focusing on accounting and tax services. Houseman Financial LLC provides investment supervisory services primarily for pooled vehicles and institutional clients, including retirement plans and 401(k) arrangements, along with financial planning, consulting, and public educational seminars. The firm employs a fundamental, value-driven investment approach with a long-term focus and offers discretionary portfolio management through third-party managers.
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