Cathleen Hintz

Cathleen Hintz

Client Service Associate

Cathleen Hintz joined LPL Financial in October 2022, beginning her journey as a Financial Service Professional. Since then, she has continued to grow within the organization, transitioning to the LPL Admin Solutions Team in December 2024. In her current role, Cathleen provides vital administrative support to LPL 

advisors, helping ensure smooth and efficient day-to-day operations. Her responsibilities include assisting with account openings, facilitating money movement and account transfers, and managing ongoing account maintenance, all with a strong focus on accuracy, responsiveness, and client service.

Cathleen brings a unique and well-rounded background to her role. She earned her bachelor’s degree in Religious Studies from Lewis & Clark College, followed by a master’s degree in Marriage and Family Therapy from the University of Phoenix. Her academic experience has shaped her strong communication skills, attention to detail, and empathetic approach to problem-solving—qualities that translate well into client-focused financial services. Demonstrating her commitment to professional growth, Cathleen passed the Securities Industry Essentials (SIE) exam and is now studying to obtain her Series 7 license.

Based in San Diego, California, Cathleen comes from a military family and has had the opportunity to live in several states, including Hawaii, Arizona, and Washington. This upbringing instilled in her adaptability and a strong appreciation for community. Outside of work, she enjoys reading, crocheting, and spending quality time with her family. Cathleen values balance, continuous learning, and collaboration, and she brings those principles into both her professional and personal life.

Cathleen Hintz is an employee of LPL Financial and is part of the Admin Solutions program that supports multiple advisors' businesses.