Kathleen Christensen

Kathleen Christensen is a Partner and Managing Advisor at Connecticut Wealth Management, LLC, based in Farmington, CT. In her current role, she leads wealth management services for high-net-worth individuals, drawing on over 25 years of experience in finance, tax planning, and accounting. She specializes in comprehensive financial planning and investment management, with a particular focus on designing strategies tailored for affluent clients.

Her expertise covers diversified asset allocation, individual equities and fixed income, and complex tax-advantaged investments for high-net-worth families and professionals. She has notable experience helping clients navigate tax-efficient strategies, estate planning, and financial transitions such as divorce or retirement. As both a CPA/PFS and a Certified Divorce Financial Analyst®, she is adept at addressing the unique needs of clients with complex financial circumstances.

Prior to her current leadership at Connecticut Wealth Management, Kathleen served as Director at the firm and as Chief Compliance Officer at Filomeno Wealth Management, LLC. She holds an MBA in Taxation from the University of Hartford and a Bachelor of Science in Accounting from Fairfield University, and has been recognized for her professional excellence and dedication to unbiased, fiduciary client service.