Welcome to the latest installment of our “Meet Your Advisor” series! Today, we’re excited to introduce Kelly Catania, who has been an integral part of Trinity Wealth Management since May 2017. Kelly’s journey with us began unexpectedly on the other side of the country, and since then, she has become an outstanding Wealth Advisor for our team. In this Q&A, Kelly shares her journey to becoming an advisor and a glimpse into her personal life and interests. approach to financial advising.
Q: How were you introduced to Trinity Wealth Management?
Kelly: During my junior year at Temple University, I had the incredible opportunity to attend a TD Ameritrade Conference in San Diego, CA. At the conference, I met Marjorie and we immediately hit it off. After our initial conversation, I asked if she would consider hiring someone for a summer internship. Although Trinity Wealth Management had never had an intern, Marjorie agreed to talk to Charlie about hiring one. Thankfully, they decided to take a chance on me that summer, and I have been a part of the team ever since. This experience has truly transformed my life, and I am incredibly grateful to be part of the Trinity Wealth Management family.
Q: As you think about the future of financial planning, what excites you the most about the opportunities for our clients?
Kelly: What excites me most about the future of financial planning is the increasing focus on holistic and personalized approaches. Clients are seeking more than just investment advice; they want guidance on aligning their financial goals with their values and life dreams. This shift allows us to build deeper relationships and empower clients to take charge of their financial futures.
Q: Is there a new skill or hobby you’ve recently started or wish to pursue? What inspired you to pick it up?
Kelly: I recently started learning to sew, inspired by inheriting my great-grandmother’s sewing machine. It felt like a wonderful way to connect with her while picking up a new skill. So far, I have made pillows and seat cushions, but I know I have a lot more to learn. I’m excited to explore this hobby further and see what I can create!
Q: Travel can be a great way to gain new perspectives. Can you share a memorable travel experience and how it impacted your worldview?
Kelly: One of my most memorable travel experiences was visiting Greece with my husband. Exploring ancient ruins and enjoying local cuisine helped me appreciate a different way of life. This trip encouraged me to embrace new perspectives and highlighted the importance of exploring different cultures to further deepen my understanding of the world.
Q: How does your family background or traditions influence your values and way of life?
Kelly: Growing up, my parents faced financial struggles, largely due to a lack of financial education. Witnessing their challenges motivated me to educate myself to avoid similar difficulties. This experience also inspired me to pursue a career as a financial advisor, where I can help others understand money management and empower them to build a more secure future.
Q: With technology playing a significant role in our lives, how do you balance its benefits with the need for digital detox?
Kelly: Since I spend most of my day on the computer, I make a point to disconnect at least 2-3 nights a week. During those evenings, I enjoy reading a book or playing board games with my husband, which helps me unwind and connect without screens. Additionally, every few months, I remove all social media accounts from my phone to give myself a break and reset my focus. This approach allows me to enjoy technology while prioritizing my mental well-being.
Kelly’s story exemplifies the importance of taking opportunities, wherever they may be, and building relationships that last. Her dedication to educating clients and making meaningful connections has made her a valued member of our team. If you’d like to learn more about Kelly or connect with our team to discuss your financial journey, please don’t hesitate to reach out. Stay tuned for more features as we continue to highlight the people behind Trinity Wealth Management!
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