Cathleen P. McCloy

CFP^®

Cathleen P. McCloy

As a licensed independent investment professional with over 30 years of experience, I am devoted to educating my clients, helping them identify their financial goals and assisting them in making well-informed financial decisions. I am resolute in my commitment to help my clients reach their financial goals by providing personalized financial guidance to address their unique needs.

After receiving my Bachelor of Science degree in Finance from New York University, I went on to become licensed as a Certified Financial Planner (CFP^©) in 1989. I began in the financial services industry with Smith Barney in New York and became Vice President-Investments, then moved to Prudential Securities where I was First Vice President-Investments. In 2000 I started my own independent practice and have been affiliated with Thrive Wealth Advisors since 2019, operating an office on the eastern shore of Virginia. I reside in Cape Charles with my husband, Rudy.

Retirement Planning - What Do You Need To Retire Effectively?

Frequently Asked Questions About Our Financial Planning Services

How can a financial advisor help with retirement planning?

A financial advisor, such as one from Thrive Wealth Advisors in Alexandria, VA, helps create a personalized roadmap for your retirement. This includes optimizing pensions, Social Security, 401(k)s, IRAs, and other resources.

What makes Thrive Wealth Advisors’ financial consultancy unique?

Thrive Wealth Advisors brings over 75 years of combined financial advisory experience in Alexandria, specializing in customized financial solutions for retirement, wealth management, and legacy planning. Our advisors hold respected credentials like CFP^® and CRPC^®.

Why is wealth management important as part of retirement planning?

Wealth management is a crucial aspect of retirement planning as it involves structuring investments, managing risk, and planning for long-term financial security. Our team in Alexandria ensures that your wealth management strategies align with your retirement goals.

What should I expect from a financial advisor when planning for retirement?

At Thrive Wealth Advisors, you can expect a detailed, personalized approach to retirement planning. We assess your needs, create a financial strategy, and provide ongoing support to ensure your retirement plan evolves with your life changes.

How often should I review my financial plan with my advisor?

It’s recommended to review your financial plan with your advisor at least once a year or whenever there are significant life changes. Thrive Wealth Advisors in Alexandria provides ongoing support to ensure your financial plan stays aligned with your goals and any new circumstances.

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What We Do

Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a Registered Investment Advisor. Private Advisor Group and Thrive Wealth Advisors are separate entities from LPL Financial.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AR, CA, CO, DC, DE, FL, GA, IL, IN, MA, MD, ME, MI, MO, MT, NC, NE, NH, NM, NV, NY, OH, PA, RI, SC, TX, UT, VA, WA, WI, WV.

LPL Financial Form CRS

Private Advisor Group Form CRS and Disclosure Documents

Cathleen P. McCloy