Catherine Seeber, CFP®, CeFT®

Principal,
Financial Advisor

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Biography
Education & Other Highlights
Location(s)

Cathy Seeber is a wealth management financial advisor based in Lewes, DE.

Cathy joined CAPTRUST in 2017 and serves as a principal and financial advisor responsible for providing comprehensive wealth management to high-net-worth investors, private foundations, and corporate executives. She is motivated by effectively helping her clients align their monetary choices, decision-making behavior, and their investment habits with their goals.

Prior to joining the firm, Cathy was a principal, senior financial advisor at Wescott Financial Advisory Group LLC for 16 years, and she has worked in the industry since 1998. When she is not in the office or with a client, Cathy enjoys exercising, traveling, volunteering, and spending time with her family. She graduated cum laude from Goldey-Beacom College.

Cathy served three years on the board of directors of the Financial Planning Association. She continues to serve on several committees focused on advancing the profession. Cathy is also a member of The Forum of Executive Women, a membership organization of women of influence in Delaware.

Her advice has been featured in a variety of national, local and industry media outlets, including the Wall Street Journal, New York Times, Financial Planning, Fox Business, MarketWatch, and Advisor Perspective; she is also a guest columnist for Rethinking65 and Financial Advisor.

Education

  • Bachelor of Science degree in business administration from Goldey-Beacom College

Industry Designations

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Financial Transitionist® (CeFT®)

Industry Involvement

Memberships

  • Chair, Business Development Advanced Track, Financial Transitionist Institute
  • Committee Member, FPA Philadelphia Tri-State Area Chapter
  • Committee Member, OneFPA Task Force
  • Founder, Fund for Women Delaware
  • Mentor, CFP Board’s Women’s Initiative
  • Member, Lewes, DE Chamber of Commerce
  • Member, the Forum of Executive Women Delaware
  • Member, Sudden Money Institute
  • Board of Advisors, Rethinking65
  • National Board Member, Financial Planning Association 2015-2017
  • Founder and Steering Committee, CAPTRUST Women’s Initiative

Awards & Recognition

  • CAPTRUST, Advisor of the Year | 2023
  • Philadelphia Magazine, Five Star Wealth Manager | 2009 – 2016, and 2019-2021

Lewes, DE

Non-branch Location
Lewes, DE 19958

302.740.2432

Video

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