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Kate Medeiros, CFP®

Kate Medeiros, CFP®

Owner

Senior Wealth Advisor
Senior Portfolio Manager

Kate started her career in the financial services industry after a decade as a Board Certified Behavior Analyst (BCBA)® working with children and adults with disabilities.  In conjunction with her Certified Financial Planner (CFP)® certification, her experience with families and maintenance of her BCBA® credentials provides Kate with a unique understanding of how complex needs within family systems drive decision making.


WHAT DO YOU ENJOY MOST ABOUT WORKING AT TORCH FAMILY CAPITAL?

 
Since founding Torch Family Capital, we’ve seen our client relationships grow in depth and substance. By gaining a clearer understanding of each client’s goals and values, we’re better positioned to deliver personalized, comprehensive solutions that align with their needs. We remain focused on building trust, delivering results, and strengthening these long-term partnerships as we move forward.


WHAT DO PEOPLE SAY YOU'RE BEST AT?


People often say my strongest quality is being supportive. Whether it's offering advice, listening, or encouraging others, I take pride in making people feel understood and valued. I believe genuine support helps others find strength and confidence, and it's something I focus on in both my personal and professional life to build trust and deeper connections.


WHAT DESTINATION IN THE WORLD DO YOU ASPIRE TO VISIT?

 

My great aunt owned an inn in Montana, right off of the train line.  My oldest daughter is her namesake, so when my kids are older, my dream is to take the train from Vermont to Montana to stay at the inn.




Get in Touch

kmedeiros@torchfamilycapital.com


44 South Main St 

Floor 2 Suite 2

Hanover, NH 03755

603-306-9960



Professional Designations

CERTIFIED FINANCIAL PLANNER®

Board Certified Behavior Analyst ®


Licenses

Series 7, 31, SIE, 66, 9 & 10


Education

University of New Hampshire

BS, English

Simmons College

MS, Applied Behavior Analysis


Community Involvement

  • Board Member, Advisors in Philanthropy
  • Board Member, Special Needs Support Center