Cathie Straub, CFP®, CDFA® - Alaska Permanent Capital Management

Cathie Straub, CFP®, CDFA®

Director

Cathie joined APCM in 2009 to work with individual clients, transitioning into her current role as an owner/Director of APCM Wealth Management for Individuals when it was formed in 2014. Cathie brought years of financial expertise with her from her previous career at Ernst & Young CPAs, followed by 18 years as a partner in Financial Resources Inc, a boutique financial advisory firm. With her CPA background, Cathie excels at advanced financial planning strategies, helping clients with their complex financial planning needs. She is sought after to work with clients who have experienced a major life transition, such as losing a spouse, going through a divorce, or figuring out their retirement strategy. Cathie empowers her clients to feel confident in their financial future, no matter how complex their situation might be.

Cathie’s community involvement is extensive, having been recognized as a YWCA Woman of Achievement in 2015. She currently serves on the board of Great Land Trust, along with numerous committees and advisory roles for non-profits in Alaska. When Cathie isn’t working or volunteering, she can be found hiking, skiing, paddleboarding, and definitely on her yoga mat anytime of the year.

Miami University, Oxford, OH, Cum Laude BS Business (Accounting & Finance)
CERTIFIED FINANCIAL PLANNER™
Certified Public Accountant (Inactive)
Certified Divorce Financial Analyst
Series 65 License

Cathie Straub

What the Pandemic Tells Us About Our Risk Tolerance

By Cathie Straub | May 24, 2021 | Comments Off on What the Pandemic Tells Us About Our Risk Tolerance

We take risks every day in life. This was never more apparent than during the pandemic. Even routine tasks like going to the grocery store became fraught with risk-return tradeoffs, such as deciding to go in the store or order for pickup. Perhaps you went from a routine of checking your portfolio monthly to looking […]

Financial Planning Strategies to Close Out 2020

By Cathie Straub | November 30, 2020 | Comments Off on Financial Planning Strategies to Close Out 2020

It is an understatement to say a lot happened in 2020, but as far as your finances, there was a lot of new legislation this year. We thought the SECURE Act was going to be the big news for 2020, then along came the CARES Act. I think I mentioned that earlier this year with […]

5 Considerations for Bridging an Early Retirement

By Cathie Straub | July 27, 2020 | Comments Off on 5 Considerations for Bridging an Early Retirement

Many individuals face the decision about whether to retire early – either by choice, stemming from a desire to enjoy more years of leisure, or due to unanticipated changes in employment or other life circumstances. Whatever the situation may be, there are several important factors to consider throughout the decision-making process. Our top 5 list […]