An investment firm is only as good as its personnel. Our investment professionals carry a multitude of standard and advanced securities licenses. We believe that the experience, dedication, and knowledge of our staff is unsurpassed. Our personal, individual approach to customer service sets us apart from the competition.
James F. Catanese
Jim Catanese is the principal of KeyBridge Financial and he brings to each client more than 20 years of varied experience in the financial services industry. Since 2002, when he opened KeyBridge Financial, LLC, his practice has focused on helping clients achieve their financial goals safely and steadily.
Jim has a considerable background in financial consulting features management as well as leadership roles with credit unions and insurance and banking institutions.
Jim's dedication to the highest levels of client service has been recognized with the professional designation award of:
- Certificate of Long-Term Care (CLTC)
Jim also maintains professional licenses in the following areas:
- Life insurance
- Health insurance
- Disability insurance
- Long-term care insurance
He is a frequent speaker at events on investments and retirement planning. Jim attended West Chester University and received a BS in Business Administration; he also served as president of the Student Government. He is a Registered Representative of Commonwealth Financial Network®.
What does this mean for you?
KeyBridge Financial adheres to the highest professional standards in the provision of services to its clients. Further, we work hard to maintain the most current awareness of, and familiarity with, new products and investment programs on the market today.
Jim is married, has a daughter, and a granddaughter and is an avid volleyball player.