Katherine J. Reisfeld, CFP®, CIMA®
Financial Advisor
Kathy Reisfeld is a financial advisor and dedicated Ashtanga Yoga practitioner who helps people find balance—both in their financial lives and on the mat. As co-founder of Berkshire Wealth Group, she brings over 27 years of experience guiding clients through personalized investment planning. She holds both the CERTIFIED FINANCIAL PLANNER® and Certified Investment Management Analyst® certifications.
Kathy discovered Ashtanga Yoga in 2001 as a complement to running while working as a financial advisor in New York City. Initially somewhat resistant to the idea of yoga, she found this moving meditation practice transformative for managing stress and anxiety. She studied with renowned teachers including Eddie Stern, Nancy Gilgoff, and Christine Hoar—whom she's known for over 22 years and who has been her main teacher for the past decade. Kathy traveled to Mysore, India in 2005 to deepen her practice. Kathy's yoga practice has been the anchor that helped her navigate the demands of motherhood and a thriving career.
In 2024, Kathy and her husband Scott began renovating their barn to house both their financial advisory office upstairs and a dedicated Ashtanga Yoga space. Whether she's helping clients reduce financial stress or maintaining her own daily practice, Kathy's approach centers on the same principle: creating strength, healing, and freedom through mindful, values-based practices.
Kathy lives in Great Barrington with Scott, their daughter Ruthie, and their menagerie of pets. When not working or practicing yoga, you'll find her hiking, biking, or sailing in the Berkshires.
Berkshire Wealth Group | berkshirewealthgroup.com
250 Maple Ave, Great Barrington, MA 01230 | 845-263-3996 | kathy@brkwealthgrp.com
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Berkshire Wealth Group is not a registered broker/dealer and is independent of Raymond James Financial Services.
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