Katherine G. Martin, CRC

Katherine G. Martin, CRC Katherine has been in the financial services field since 2008 beginning with a wall street asset management company.

Certified Retirement Counselor®
Our team focuses on the individualized goals and concerns that affect each person differently but also addressing the same concerns that affect millions of Americans every year – taxes, growth of assets, protection, etc. Since 2013 Katherine has focused on the education behind financial planning, utilizing tools and techniques to create a positive experience through

out the entire financial planning process. She is a person that believes in “Never waste the day”, whether it’s with her client interactions, through the love of travel, or personal and professional development; all should be approached with the same vigor and intensity to achieve the most positive of outcomes. Give her your reasons “why” and she will tell you hers all the same. Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC.

06/12/2026

Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.

Read the latest issue of Retire Wise here:
06/09/2026

Read the latest issue of Retire Wise here:

Families often struggle to find meaningful ways to pass down their values. While wealth, heirlooms, or traditions can be transferred with relative ease,…

Markets hit pause after a 9-week rally, with a Friday pullback shifting focus to a busy week ahead. Key themes include t...
06/08/2026

Markets hit pause after a 9-week rally, with a Friday pullback shifting focus to a busy week ahead. Key themes include the SpaceX IPO, fresh inflation data, and Middle East developments. Chief Market Strategist Brian Klimke discusses the Fed’s next move and what is driving the markets and what’s just amplifying the noise in .

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?
06/08/2026

SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/08/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

No team wins with just one superstar, and no portfolio should bet on just one market. With the World Cup as a backdrop, ...
06/05/2026

No team wins with just one superstar, and no portfolio should bet on just one market. With the World Cup as a backdrop, the Cetera Investment Team explains why portfolios with global exposure are better equipped to adapt, adjust, and stay competitive no matter how the game changes.

The 2026 FIFA World Cup features a record 48 teams from six continents, with matches held across the United States, Canada, and Mexico. Billions of viewers…

Charitable trusts offer potential tax benefits and enable you to support your favorite causes. This dual benefit can mak...
06/05/2026

Charitable trusts offer potential tax benefits and enable you to support your favorite causes. This dual benefit can make them an attractive option.

Charitable trusts offer a strategic way to align your financial and philanthropic goals. Explore your options in this guide.

This Monthly Recap summarizes market performance, major events and news from May 2026. Read more here:
06/02/2026

This Monthly Recap summarizes market performance, major events and news from May 2026. Read more here:

U.S. stocks extended gains in May, with the S&P 500 ending the month with seven straight daily gains and its ninth consecutive weekly gain, its longest winning…

Markets are riding a nine-week rally, but a data-heavy week will test that momentum. With PMIs, job openings, and the Ma...
06/01/2026

Markets are riding a nine-week rally, but a data-heavy week will test that momentum. With PMIs, job openings, and the May jobs report in focus, we are watching labor strength and inflation signals closely. The question: can the rally continue, or does volatility return? See what Chief Market Strategist Brian Klimke thinks in .

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

Building wealth is a significant achievement but preserving it for future generations often requires a different mindset...
06/01/2026

Building wealth is a significant achievement but preserving it for future generations often requires a different mindset. Here are six practices that can support you in preserving and extending your wealth across generations.

Learn how to preserve and encourage family wealth with these simple, effective financial habits.

Address

1400 Old Country Road, Suite 408
Westbury, NY
11590

Telephone

+15163384888

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