Katherine G. Martin, CRC

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Katherine G. Martin, CRC Katherine has been in the financial services field since 2008 beginning with a wall street asset management company.

Certified Retirement Counselor®
Our team focuses on the individualized goals and concerns that affect each person differently but also addressing the same concerns that affect millions of Americans every year – taxes, growth of assets, protection, etc. Since 2013 Katherine has focused on the education behind financial planning, utilizing tools and techniques to create a positive experience throughout the entire financial planning process. She is a person that believes in “Never waste the day”, whether it’s with her client interactions, through the love of travel, or personal and professional development; all should be approached with the same vigor and intensity to achieve the most positive of outcomes. Give her your reasons “why” and she will tell you hers all the same. Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC.

The AI trade isn't ending. It's expanding. Cetera's latest commentary examines what's driving the recent selloff, where ...
10/23/2026

The AI trade isn't ending. It's expanding. Cetera's latest commentary examines what's driving the recent selloff, where they see opportunities emerging, and why staying invested still matters.

The AI trade isn't ending. It's expanding. Our latest commentary examines what's driving the recent selloff, where we see opportunities emerging, and why…

Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.
10/23/2026

Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.

Overview of Medicare Advantage, what’s in them, special rules, and more.

Read the latest issue of Financial Watch here:
10/19/2026

Read the latest issue of Financial Watch here:

You can do everything right online and still end up on a spreadsheet you never agreed to be part of. In this month's Financial Watch, learn how to respond…

Earnings season takes center stage this week. Brian Klimke breaks down what investors should watch, including corporate ...
10/19/2026

Earnings season takes center stage this week. Brian Klimke breaks down what investors should watch, including corporate guidance, earnings revisions, market breadth, and the latest signals from Cetera's weekly chartbook.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

A home warranty may make sense, but you need to set proper expectations.
10/19/2026

A home warranty may make sense, but you need to set proper expectations.

Understanding the value of a home warranty.

Feel empowered with this step-by-step guide to reviewing your life insurance needs.
10/16/2026

Feel empowered with this step-by-step guide to reviewing your life insurance needs.

Learn how the review process works and how it may help you better understand your Life Insurance.

Read the latest issue of Retire Wise here:
10/14/2026

Read the latest issue of Retire Wise here:

October marks Cybersecurity Awareness Month, and for retirees and near-retirees, that awareness matters more than most people realize. Scammers increasingly…

Inflation is back in the spotlight as the Fed prepares for its next meeting. This week's CPI and PPI reports are expecte...
10/12/2026

Inflation is back in the spotlight as the Fed prepares for its next meeting. This week's CPI and PPI reports are expected to tell two different stories: higher headline inflation driven by rising energy prices, but potentially softer core inflation beneath the surface.
Join CIO Gene Goldman on this week's episode of as he breaks down what the latest inflation data could mean for Fed policy, interest rates, and the path forward for markets.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
10/12/2026

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?

An inside look at how marginal income tax brackets work.

10/09/2026

Marriage changes everything, including your insurance needs. Here are some things to look out for.

Address

1400 Old Country Road, Suite 408
Westbury, NY
11590

Telephone

+15163384888

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