Kathleen Santiago is an experienced financial planner at Larson Financial Group in Denver, CO, where she leverages her CIMA® (Certified Investment Management Analyst) designation to deliver sophisticated investment strategies and comprehensive financial planning. With over a decade of experience in financial services, Kathleen has developed a deep passion for helping clients achieve their financial goals, specializing in creating customized solutions for high-net-worth individuals and business owners. Her aim is to be a trusted resource that helps clients reclaim valuable time and focus on what matters most to them. 

Kathleen holds a bachelor’s degree in International Business and Spanish, which gives her a solid understanding of global financial markets and a broad perspective on financial strategies. Before joining Larson Financial Group, she accumulated significant experience working with large institutional clients throughout the Rocky Mountains area. This background has provided her with a thorough understanding of complex investment strategies and institutional financial management, which she now applies to serve affluent clients and entrepreneurs effectively. 

At Larson Financial Group, Kathleen is recognized for her meticulous attention to detail, and client-centric approach. She is dedicated to building strong, trusting relationships and ensuring that every financial plan is both strategically sound and aligned with her clients’ personal objectives. By offering thoughtful and strategic financial guidance, Kathleen empowers clients to focus on their core activities and enjoy their lives more fully.

Outside of her professional life, Kathleen enjoys a vibrant home life in Denver with her spouse and young daughter. An enthusiastic CrossFit participant and avid baker, she finds balance and joy in her personal interests.

Check the background of this investment professional on FINRA’s BrokerCheck.