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Kathryn Lin Kubiak-Rizzone

About Time Financial Planning

Rochester, NY

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Current Employers
About Time Financial Planning

Rochester, NY • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-09-09
CA RA APPROVED 2025-01-16
DC RA APPROVED 2025-01-16
MD RA APPROVED 2025-01-16
NY RA APPROVED 2023-09-22
  • TX RA
    APPROVED_RES
    Since 2025-09-09
  • CA RA
    APPROVED
    Since 2025-01-16
  • DC RA
    APPROVED
    Since 2025-01-16
  • MD RA
    APPROVED
    Since 2025-01-16
  • NY RA
    APPROVED
    Since 2023-09-22

Branch Locations

Rochester, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Clinical Associates Of The Finger Lakes Victor NY 09/2015 06/2017
Onondaga School For Therapeutic Massage Rochester NY 09/2015 12/2019
Personal Choice Financial Advisors Cincinnati OH 03/2020 02/2021
Values Added Financial Washington DC 02/2021 12/2023
About Time Financial Planning, Llc Rochester NY 09/2023 Present
  • 09/2015 → 06/2017
    Clinical Associates Of The Finger Lakes
    Victor, NY
  • 09/2015 → 12/2019
    Onondaga School For Therapeutic Massage
    Rochester, NY
  • 03/2020 → 02/2021
    Personal Choice Financial Advisors
    Cincinnati, OH
  • 02/2021 → 12/2023
    Values Added Financial
    Washington, DC
  • 09/2023 → Present
    About Time Financial Planning, Llc
    Rochester, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-03-17
  • S65 Uniform Investment Adviser Law Examination
    2021-03-17
Designations

View on SEC IAPD

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