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Kathleen R
CFP®, Series 63
Orlando, FL
Cetera
Kathleen Roat is a CFP® with 41 years of industry experience, currently serving as a financial advisor at Cetera since 2025. Her prior work includes roles at Concourse Financial Group Securities Inc and Lincoln Financial Securities Corp, as well as operating her own business, Kathleen Roat & Company Inc, since 1995. In addition to her advisory work, she is involved in tax preparation services offered through her own firm. Cetera Investment Advisers LLC is an SEC-registered firm supporting a large network of independent advisors and serving individual, corporate, charitable, retirement plan, and institutional clients. The firm offers various portfolio management and consulting services with access to multiple investment strategies and program platforms.
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