KR Wealth Management, LLC - Financial Planning and Wealth Management

Professional Experience

Patricia Kane holds the position of Financial Advisor, having joined KR Wealth Management in March 2006. Patti provides financial planning and asset management services to KR Wealth Management's clients, specializing in working with women and the unique financial needs and issues facing them today. Patti also is the lead presenter from KR Wealth Management to introduce Kostin Ruffkess' (our affiliate firm) interns and new hires to the wealth management business.

Patti spent 15 years at CIGNA Investment Management, providing client servicing and reporting to CIGNA's Institutional investment clients. Her additional work experience includes fours years of tax preparation for a local CPA partnership, paraplanner for a financial planning firm specializing in executive compensation and employee benefits, and Development Officer for the New England Air Museum.

Educational Background

Patti has both a bachelor's degree and MBA with a concentration in Finance from the University of Connecticut. She holds the Series 7 and Series 66 securities registrations through LPL Financial and is a Certified Financial Planning candidate, having completed the education requirements and is preparing to sit for the CFP exam in 2009.

Professional Affiliations and Community Involvement

Patti was active in the girl scouts while her children were young, volunteering as a leader and assistant leader for many years. She was previously an Adult Literacy Volunteer. Patti resides in East Hartland with her husband and two daughters, ages 18 and 14. Her oldest daughter attends Georgetown University in Washington D.C.