Cathy Bearce, CFP®, ChFC®, ADPA®, CLU®, CPWA®

Cathy Bearce is a distinguished financial advisor with over 20 years of experience, specializing in estate planning, retirement planning, business owner succession, wealth management, and risk management. She collaborates with clients' trusted advisors to design and implement dynamic financial plans that balance risk and return, incorporating strategies aimed at asset protection. Cathy holds multiple professional designations, including CFP®, ChFC®, ADPA®, CLU®, and CPWA®, reflecting her commitment to continuous learning and excellence. Her dedication has been recognized through her inclusion as a Five Star Wealth Manager in Boston Magazine for thirteen consecutive years (2013-2025). Currently registered with FourStar Wealth Advisors, LLC, and Nobles & Richards, Inc. Her diverse background includes bachelor's degrees in Management Information Systems and Electrical Engineering, providing her with a unique perspective in navigating complex financial challenges. Beyond her professional pursuits, Cathy is an accomplished USA Cycling Masters National Champion, exemplifying her discipline and strategic approach. She is passionate about offering personalized financial guidance to individuals, families, businesses, and institutions, assisting them in achieving their financial goals.