Kathleen Marie Caputo
Financial Advisor|CLU®, ChFC®, CASL®, RICP®
Personal
A lifetime resident of Williamsport, I live with my husband David. My son Matthew, his wife Nicole, and my granddaughter Grace live next door. I am active in my church helping with the children's ministry and serving as a worship team singer once a month.
I enjoy spending time with my family, cooking and baking, traveling to the beach and shopping trips with Grace!
Professional
After working 25 years in the garment industry, of which 15 years were dedicated to managing a large department, I was seeking to move into a career that would be meaningful and bring value to the lives of those I touched. A career as a Northwestern Mutual Financial Advisor has allowed me to build lasting relationships with my clients and offer them value by assisting them in the accomplishment of their financial goals. My years of experience and the education and training I've received to obtain the CLU®, ChFC®, and CASL® designations have equipped me to give expert advice and guidance for all types of planning needs.
Associations and Memberships
American College Alumni
Years of Experience
Representing Northwestern Mutual since 2000.
Awards and Recognition
- National Quality Award 2002, 2004-2007, 2009-2010
- Award recognizing persistency and performance
- National Sales Achievement Award 2005
- Award recognizing performance
Here are my areas of expertise
Financial Planning
Life Insurance Strategies
Disability Planning
Education Planning & Funding
Retirement Planning & Income Strategies
Long-Term Care Planning
Advisory Services
Investment Planning & Strategies
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
