top of page

Catherine Toone, RFC


Chief Compliance Officer, Senior Financial Planner

Catherine "Cat" Toone is a Senior Financial Planner who collaborates with her clients to evaluate their financial situations from a holistic perspective. Focused on wealth accumulation, risk management, and the optimization of financial plans, Cat ensures all strategies are meticulously aligned with her clients’ unique aspirations. Her comprehensive approach not only enhances efficiency but also fosters sustainable financial growth and security.

Cat has her Series 65 License and her Health and Life License and received her Registered Financial Consultant designation through the International Association of Registered Financial Consultant with Ethics Approved status. 

Cat is a member of Women in Insurance and Financial Services (WIFS) and was inducted as a member of the Million Dollar Round Table in 2023. She is Cheire

Cat co-founded Stalt Financial ini 2022 and acts as Chief Compliance Officer. She resides in Grand Blanc with her husband Kelly, a chef and homebrewer, and her two sons who are growing way too fast.

  • Linkedin | 248-733-4344, Ext 3

Cat Old Picture_edited.png
bottom of page