LPL Financial - Kathi Otero 1515 Federal Highway, Boca Raton, FL 33432

"I am a psychologist, and I have been in private practice for a good number of years. Some years ago, I found myself thinking even more about my financial future, once I retire in particular. I did some research and found Kathi. This would have been in 2016 when she worked for another company. I recall my first meeting with her, and felt extremely comfortable with her. As many of you know, she has a warm, comforting and infectious personality! After meeting with Kathi a few times, I quickly learned, although a savvy business woman she is, I knew without a doubt that she put my interests and success as a top priority. I have the utmost trust in her humanity, as well as her skills in helping me to make the best financial decisions for me and my family. So switching from the company I was with in 2016 was a no brainer. Then when Kahi came on board with her current company, it did not take me long to come aboard as well. I have been exceptionally pleased with the returns I have been receiving these past five years with Kathi, and her professionalism and expertise. I would recommend her hands down to anyone willing to listen."

"Kathi is a great financial advisor. Running a business full-time, I don’t have the time or resources to manage my investment portfolio. This is where Kathi comes in. I can manage my business during the day and sleep well at night knowing that my portfolio is in the best of hands and has only prospered for several years. If you want to invest aggressively but yet safely, Kathi is the broker to work with."

"For Kathi Otero I meet Kathi about 10 years ago and never invested before after talking to Kathi I decided to invest with her a got an IRA which has grown a lot in the 10 years and every year I invest more my investment has been excellent. Kathi is more Than just investment counselor she has become a friend. Dennis Cassidy"

"Well let Me start by saying not only this wonderful women is My wife but also My financial advisor. I never knew about how to invest or were to put my Monies to grow instead of just letting it sit in a bank . She has explained to Me everything in a way that I understood not that lawer mumbo jumbo that I would have just walk away on . She is a Professor in her field . After knowing and years with this wonderfull lady I have informed some of My family members also some very close friends . They were skeptic at first now the offer Me steak and lobster dinners telling Me that that is the best decision they ever made . Till today they are also passing on to there families and friends . I am proud to have Kathi as My wife's and knowing that We can sleep at night peaceful financially secure. Thank You Kathi for everything You have done to all ."

"We’ve worked with several financial advisors over the years, but after we found Kathi Otero we knew we’d also found a permanent “financial home”. She’s been nothing short of extraordinary, not just in the spectacular results her advice has afforded us, but in taking the time to truly understand our individual needs and inclinations, and providing thoughtful explanations around her recommendations. At one point, she was asked to serve as an internal resource to teach other financial advisers in her company, and it shows in the patience she has shown as she’s helped us navigate through the thousands of financial options available and our own confusion to help us settle on clearly defined goals and make sound investment decisions. Simply put, we worry much less about our financial future then we did in our “pre-Kathi days”. Beyond her razor-sharp expertise and professionalism, she is a wonderful person – kind, insightful, and a pleasure to talk with. If you are looking for a financial advisor who goes above and beyond to craft a strategy tailored to your specific needs, we unreservedly recommend Kathi Otero."