Kathleen M. Englehart, ChFC® CLU®

Kathleen M. Englehart, ChFC®, CLU® is a highly experienced Financial Advisor who has been serving individuals, families, and business owners since 1994. In 2022, she partnered with Brian Amato to establish Generational Wealth Planning LLC, expanding her practice to focus deeply on helping clients build, protect, and transfer wealth across generations. 

As a fiduciary, she is guided by a simple, unwavering principle: always put the client first. With expertise in holistic financial planning, retirement income strategies, college planning, financial education, and risk management, Kathy is committed to guiding clients through every stage of their financial lives. She is especially passionate about supporting clients as they shift from the accumulation phase to the decumulation phase and begin planning intentional legacies for future generations.

Kathy is a lifelong resident of Baldwin, Long Island, where she lives with her husband, three daughters, and their rescue dog, Rosie. She remains an active member of the community through the Baldwin Chamber of Commerce, the Baldwin Civic Association, and local PTAs. When she’s not advising clients, Kathy enjoys traveling, baking, gardening, and spending meaningful time with family and friends. She is also a proud—and self described “die hard”—New York Mets fan.