Catherine Freeman
Business Development Manager, Retirement Plans
Catherine joined SFP Wealth in March of 2024 as a Business Development Manager, Retirement Plans. With over 20 years of industry experience, Catherine is known for her expertise in cultivating strategic alliances with plan sponsors. Her adeptness lies in fostering collaborative partnerships aimed at crafting and maintaining retirement plans as indispensable instruments for attracting, retaining, and incentivizing the workforce. Leveraging her extensive expertise in plan design and administrative solutions for 401(k) and 403(b) retirement plans, Catherine orchestrates introductions and fosters partnerships that are instrumental in partnering with the SFP Wealth leadership team.
Catherine earned her bachelor’s degree from Central CT State University. Catherine holds the Series 6 and 63 licenses.
Residing in West Hartford, Connecticut, Catherine enjoys cooking, distance running, and travel. Alongside her professional endeavors, she actively contributes to the community as a board member of the Member Friends of Glastonbury Rowing Inc. She is most happy as a mother, spending time with her three kids and two stepchildren.