Kay Pfleghardt, CFP®

Personal CFO

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Kay Pfleghardt, CFP® fosters environments that help clients think differently about their wealth – where it comes from, how to create sustainable growth, how to manage risk exposure, and how to cultivate fruitful community relationships over their lifetime. Her knack for making sure everyone in a room feels heard allows our clients to drive more meaningful, personalized conversations.

Kay holds both a Bachelor’s Degree in Financial Planning and Associates Degree in Accounting. Kay is a board member of both the Rochester Financial Planning Association and the Alfred State Financial Planning Program. She has been featured on multiple speaking panels and has presented on a variety of financial topics locally.

Kay lives in Rochester, New York. She is an avid beach volleyball player and adventurist. If she doesn’t have her feet buried in the sand you can be sure to find her at her local Crossfit gym, biking through the city, paddle-boarding on the water, or hiking around Upstate NY.