Cathleen Tobin (CRD# 2510136) is an Investment Advisor Representative working at Moonbridge Financial Design, LLC in Rhinebeck, NY and has 1 year of experience in the finance industry. Cathleen Tobin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5619407
Edward Jones
CRD# 6053461
J.p. Morgan Securities LLC
CRD# 7003143
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Moonbridge Financial Design, LLC | Rhinebeck, NY | Jan 2024 - Current | < 1 |
| Moonbridge, LLC | Rhinebeck, NY | Oct 2018 - Current | 5 |
| Women's World Banking | New York, NY | Jan 2010 - Oct 2018 | 8 |
- NY
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
NY
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