Kay Pfleghardt, CFP®
Personal CFOsKay Pfleghardt, CFP®, CBEC®
Personal CFO
Kay Pfleghardt, CFP® fosters an environment that allows for meaningful and personal conversations from every member of her clients’ family, allowing clients to understand and leverage historically underserved voices in the room.
While the topic of money is taboo for many, Kay changes the narrative for her clients to one that drives personal growth, strengthens human bonds and allows for confident decision-making.
Before joining Best Times Financial, Kay earned her Bachelor’s degree in Financial Planning and Associates degree in Accounting from SUNY Alfred. By age 23, Kay earned the CERTIFIED FINANCIAL PLANNERTM Certification. She is also a CERTIFIED BUSINESS EXIT CONSULTANT® . She has been helping clients manage their wealth since she was 21.
Kay’s clients develop financial plans and monitor them regularly, to make sure they’re staying on track towards their goals. In your first year as a client with Kay, you can expect to meet frequently, to be sure your plan fits your specific aspirations.
Today, Kay participates in several professional organizations as:
- President of the Financial Planning Association of Rochester, NY
- Board member of the Alfred State Alumni Board
- Member of the Estate Planning Council of Rochester, NY
- Member of the Greater Rochester Area Partnership for the Elderly (GRAPE)
- Finance committee member of the Association of Child Life Professionals (2021-2023)
In 2021, Kay's father passed away from a long fight with a failing body, but sharp mind. It's an experience that has helped her to better understand the life changes her clients go through. Today, she honors her father's memory by serving clients with a more personal, more empathic experience during times of turmoil.
When she’s not in the office, you’ll find Kay staying active with Crossfit, beach volleyball, paddleboarding and biking. When the weather’s nice, she enjoys hiking the beautiful Adirondacks and other mountains in Upstate New York.