West Hartford Resident Receives Hartford Business Journal’s 2021 “Women in Business” Honor
FARMINGTON, Conn. (March 23, 2021) — Connecticut Wealth Management, LLC (CTWM) is pleased to announce Kathleen M. Christensen, CPA/PFS, CDFA®, Partner, has been awarded the Hartford Business Journal’s 2021 Women in Business Award. Christensen is one of twenty-five award winners selected for prestigious recognition.
The Hartford Business Journal recognizes twenty-five remarkable women who make a significant difference within their organizations and the community with the Women in Business Award. Honorees chosen demonstrate business success, confidence in themselves and their organizations, and a strong track record of professional leadership.
Christensen brings over 25 years of experience in finance, tax planning, and accounting. She has a strong background in financial planning, and investment management and provides wealth management services to high-net-worth clients with complex financial affairs.
“We’re thrilled Kathleen Christensen has been honored by the Hartford Business Journal with the Women in Business Award,” said Kevin C. Leahy, President, and CEO of CTWM. “It’s a true testament to her lasting client relationships, community volunteerism, integrity, and authenticity she brings each and every day to our team.”
Christensen noted, “I am humbled to receive this award which acknowledges my continued commitment to both my community at large and my career at Connecticut Wealth Management. It’s truly an honor to be recognized along with twenty-four other outstanding women in business.”
In addition to her responsibilities as a partner at CTWM, Christensen oversees the firm’s Charitable Outreach Committee and is a member of the CTWM Investment Committee. She graduated from the University of Hartford with a Master of Business Administration degree with a concentration in Taxation and earned her Bachelor of Science in Accounting from Fairfield University. She is a Certified Public Accountant and a Personal Financial Specialist (CPA/PFS), a credential granted by the AICPA exclusively to CPAs who have a combination of extensive tax expertise and comprehensive knowledge of financial planning. In addition, Kathy is a Certified Divorce Financial Analyst (CDFA®).
Christensen is a member of the American Institute of Certified Public Accountants (AICPA) and the CT Society of Certified Public Accountants (CSCPA). She sits on the Board of Directors of the Bridge Family Center, chairs
their Development Committee, and serves on the Bridge Children’s Charity Ball Committee; she is also a member of the Connecticut Women’s Council and of the Hartford Estate and Business Planning Council. Christensen has been recognized as a Five Star Wealth Manager by Crescendo Business Services (2015-2020), the elite list appearing annually in Connecticut Magazine. She resides in West Hartford with her husband, Curt.
About Connecticut Wealth Management, LLC
Connecticut Wealth Management LLC is a registered investment advisor that believes in creating genuine partnerships, and building trust and understanding with clients in order to provide unbiased financial planning and asset management to individuals across Connecticut and nationwide. Connecticut Wealth Management takes pride in employing an independent business model that aligns our interests with those of our clients and engaging in a collaborative, team approach to create empowering wealth management strategies and solutions. For more information about Connecticut Wealth Management LLC., visit www.CTWealthMgmt.com.