Kathryn (Kate) Palao, CFP

Investment Advice, Financial Planning
Retirement Income Planning, Insurance Strategies

After graduating from American University with a B.A. in political science and economics, Kathryn began her career at Smith Barney. In 2006, she joined her father, Gary, at Hudson Financial Services. Kathryn’s belief that clients should feel confident in their financial decisions drove her to earn a Certified Financial Planner (CFP) designation in 2010. She is an Investment Advisor Representative with Cetera Advisor Networks and holds Series 7, 63, life and health insurance licenses.

In addition to supporting local businesses as the vice president of the Briarcliff Manor Chamber of Commerce, she loves living in Pleasantville with her husband, Marco, and children, Olivia and Alexander. 

Schedule A Meeting