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Kathy Scanlon profile image

Kathy Scanlon

Financial Advisor at Bearing Financial Advisors
Intro Book
Kathy Scanlon, a seasoned financial expert with 9 years of experience, holds a BBA from The University of Texas at Austin, and is proficient in multiple languages, including English, with expertise in financial planning, investments, and wealth management.
  • Claim this Profile
Location
Austin, Texas, United States, US
Skills
  • Financial Planning
  • Retirement Planning
  • Investments
  • Wealth Management
  • Asset Management
  • Show all
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Bio

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Kathy Scanlon is a seasoned financial expert with a proven track record of delivering strategic financial planning solutions to individuals and organizations. As a Certified Financial Planner (CFP) and Certified Public Accountant (CPA), she brings a unique blend of technical expertise and business acumen to her work. With over 25 years of experience in the financial services industry, Kathy has established a reputation for her ability to navigate complex financial landscapes and develop tailored solutions that meet the evolving needs of her clients. Her expertise spans financial planning, investments, wealth management, and estate planning, among other areas.

Credentials

  • Certified Financial Planner
    Certified Financial Planning Board of Standards, Inc.
    Mar, 1988
    - Jun, 2026
  • Certified Public Accountant
    Texas State Board of Public Accountancy
    Jan, 1978
    - Jun, 2026

Experience

  • Bearing Financial Advisors
    • 4807 Spicewood Springs Road, Building 2, Suite ...
    • Financial Advisor
      • Nov 2014 - Present
      • 4807 Spicewood Springs Road, Building 2, Suite ...

      Investment advisor representative with Bearing Financial Advisors LLC, a registered investment advisory firm.

  • Pedernales Electric Cooperative
    • District 3
    • Director
      • Jun 2008 - Jun 2017
      • District 3

      Elected Board President in June 2012-June 2013

  • Scanlon Financial Services
    • 11940 Jollyville Road, Suite 322N, Austin, TX 7...
    • Owner
      • Sep 2010 - Oct 2014
      • 11940 Jollyville Road, Suite 322N, Austin, TX 7...

      Financial Planning

  • PlanningWorks
    • 7200 Mopac Blvd, Suite 320, Austin, TX 78731
    • Associate Wealth Advisor
      • Sep 2007 - Sep 2010
      • 7200 Mopac Blvd, Suite 320, Austin, TX 78731

      Financial Planning

  • AXA Advisors
    • Financial Advisor
      • Nov 2004 - Aug 2007

      Financial Planning

  • Jardines
    • Temporary CFO
      • Mar 2004 - Sep 2004

      Brought in for a specific project

  • Littlefield
    • Chief Financial Officer
      • Mar 2000 - Jan 2004
  • Southwest Recreational
    • CFO
      • Jan 1995 - Oct 1999

      Company is no longer in business

  • Scanlon & Scanlon, CPA's
    • Owner
      • Jun 1993 - Dec 1994

      Tax Preparation Services

  • Medianet
    • Controller
      • May 1987 - Jun 1993
  • Kathryn Newhouse, CPA
    • Owner
      • Jun 1981 - Apr 1987

      Tax Preparation, Audit, and Bookkeeping

Education

  • 1973 - 1975
    The University of Texas at Austin
  • 1973 - 1975
    The University of Texas at Austin

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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