Kate Glidden, CFP^®, RMA^®, NSSA^®

Financial Advisor

I am a 24-year veteran of the financial services industry. I earned my Certified Financial Planner^® (CFP^®), Retirement Management Analyst^® (RMA^®) and National Social Security Advisor^® (NSSA^®) designations and hold my Series 7, 65 and 63 along with Massachusetts life and health insurance licenses.

I began my career in finance at a boutique financial planning firm in Wakefield and recently made the transition to join the advisor team at Beauport Financial Services in Gloucester.

As a financial advisor, I focus on helping my clients navigate transitions. Whether it is drafting and implementing a retirement plan, adapting to the financial changes that the death or sickness of a loved one can bring, or managing the complicated process of divorce, my approach is one of competence and compassion. I especially enjoy working with women to educate and empower towards the goal of financial independence.

Education

• University of Vermont, BA, Burlington, VT
• Prague School of Economics, Prague, Czech Republic
• Bryant University, CFP^® Program

Philanthropy

• Cape Ann Animal Aid, Board Member 2020-2023, Board President 2023-present

Away From the Office

I am a North Shore native and live with my partner Jesse in Gloucester. We enjoy travel, live music, summers on Cape Ann, and are beekeepers. We share our home with our rescue pup Dixie and cats, Willy, Agnes, and Stanley. I also teach Cycle and group exercise classes at the Cape Ann YMCA.

Favorite Quote

“Think globally, act locally.”

—Peter Geddes