Courtenay Catalfamo

As a financial planner, Courtenay works with successful individuals in the areas of retirement and investment planning, as well as insurance. Utilizing sophisticated planning tools, she designs and implements financial plans customized to the client’s specific situation and needs. She is meticulous in ensuring all client’s needs are met, providing an extraordinarily high level of service. Courtenay enjoys helping clients achieve their personal and financial goals. 

Courtenay has been working in the financial services industry since 2012. She holds her Series 7 and Series 66 registrations, as well as her Life, Accident, and Health Insurance license. She also attends annual training conferences to continuously learn about the ever-changing industry.

Prior to joining Lincoln, Courtenay attended Broome Community College in Binghamton, NY, where she earned her Associates Degree in Financial Services. 

Originally from Canandaigua, Courtenay now resides in Farmington, NY. She has also worked for her family-owned business since 2011.