Colleen Kavanaugh, CFP, CHFC, CDFA

07/16/2026

Many people think of their bucket list as something for "someday," but what if you started approaching those meaningful experiences, goals, and adventures as part of the life you're building today? Check out "A New Way to Look at Your Bucket List" on the new Stonegate Financial Partners site to explore a fresh perspective on turning aspirations into actionable plans.

Watch here:

Bucket lists don’t have to be for tomorrow.

07/04/2026

Happy Independence Day! This Fourth of July, I'm proud to support the goals and ambitions that help make our independence possible — through guidance that’s personalized, thoughtful and built around what matters most.

06/12/2026

Grateful to have attended the Empire & New England Women’s Summit in Albany, NY this year. Bringing together two branches of our organization doubled the impact and strengthened our collective voice as female financial professionals. There’s nothing more powerful than women learning from and lifting each other up. Looking forward to carrying this momentum forward.

05/04/2026

I'm thrilled to share that I've passed the CERTIFIED FINANCIAL PLANNER® exam. The CFP® exam is designed to assess one’s ability to integrate and apply a broad base of financial planning knowledge in the context of real-life financial planning situations. Achieving this certification allows me to serve clients with greater depth and confidence - something I value deeply. Thank you to countless colleagues, clients, friends and family who have supported and encouraged me throughout this journey!

01/09/2026

Our team at Equitable Advisors is growing, and we’re looking for motivated individuals to join us in the coming year. If you know someone who’s energetic, self-driven, and passionate about helping others, I’d love to connect.

Whether they’re a recent graduate or considering a career change, feel free to pass along my contact info. They can reach me directly at [email protected]
Thanks so much for keeping us in mind!

AGE- 7095944.1(10/24)(Exp.10/28)

12/30/2025

As a new year begins, we're inspired by the progress we've made together and are excited for what's ahead, Happy New Year!

12/22/2025

Happy Holidays! We wish you and your family joy and happiness.

11/28/2025

Wishing you a day filled with gratitude this Thanksgiving!