Broker Check
Kate Medeiros, CFP®

Kate Medeiros, CFP®

Senior Wealth Advisor, Senior Portfolio Manager

Kate is an Owner, Senior Wealth Advisor, and Senior Portfolio Manager at Torch Family Capital.  

Kate started her career in the financial services industry after a decade as a Board Certified Behavior Analyst working with children and adults with disabilities.  This board certification and experience working with families provides Kate with a unique understanding of how complex needs within family systems drive decision making.

She received her Bachelor of Arts from the University of New Hampshire and Master of Science in Applied Behavior Analysis from Simmons College.  Kate is a Certified Financial Planner (R), which formally recognizes expertise in financial planning, estate planning, retirement planning, and insurance. 

Her expertise lies in the areas of financial planning, multigenerational planning, and special needs financial planning.

Kate holds her Series 7, 31, SIE, 10, & 9 licenses.

Kate lives in New Hampshire with her husband and two young daughters.