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Catherine Seeber, CFP®, CeFT®

Catherine Seeber, CFP®, CeFT®

Vice President,
Financial Advisor

  • Virginia Beach, VA
  • Halftime | Beautiful Boy
  • Dalai Lama, Mother Teresa, and Michael J. Fox
  • I want God to play in my bloodstream the way sunshine amuses itself on the water.
  • Authenticity, positivity, and compassion

Financial Advisors

Cathy is a wealth management advisor who works out of the Lewes, DE office.

Cathy joined CAPTRUST in 2017 and serves as a vice president, financial advisor responsible for providing comprehensive wealth management to high-net-worth investors, private foundations, and corporate executives. She is motivated by effectively helping her clients align their monetary choices, decision-making behavior, and their investment habits with their goals.

Prior to joining the firm, Cathy was a principal, senior financial advisor at Wescott Financial Advisory Group LLC for 16 years, and she has worked in the industry since 1998. When she is not in the office or with a client, Cathy enjoys exercising, traveling, volunteering, and spending time with her family. She graduated cum laude from Goldey-Beacom College.

Cathy served three years on the board of directors of the Financial Planning Association. She continues to serve on several committees focused on advancing the profession. Cathy is also a member of The Forum of Executive Women, a membership organization of women of influence in Delaware.

Her advice has been featured in a variety of national, local and industry media outlets, including the Wall Street Journal, New York Times, Financial Planning, Fox Business and MarketWatch; she is also a guest columnist for Financial Advisor.

Education

  • Bachelor of Science degree in business administration from Goldey-Beacom College

Industry Designations

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Financial Transitionist® (CeFT®)

Awards & Recognition

  • Philadelphia Magazine, Five Star Wealth Manager | 2009 – 2016 and 2019

Memberships

  • Chair, Business Development Advanced Track, Financial Transitionist Institute
  • Committee Member, FPA Philadelphia Tri-State Area Chapter
  • Founder, Fund for Women Delaware
  • Mentor, CFP Board’s Women’s Initiative
  • Member, Lewes, DE Chamber of Commerce
  • Member, the Forum of Executive Women Delaware
  • Member, Sudden Money Institute
  • National Board Member, Financial Planning Association 2015-2017

News & Resources

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