Cathy Mendell – Founder of Theia Financial Inc
Cathy Mendell is the founder and driving force behind Theia Financial Inc, a modern financial services firm dedicated to empowering accomplished women to retire with confidence, clarity, and purpose. With a distinguished background as a former corporate executive, seasoned entrepreneur, wife, mother, and philanthropist, Cathy brings a uniquely personal and professional perspective to retirement planning.
Understanding that the path to retirement isn’t one-dimensional, Cathy created Theia Financial Inc to provide women with personalized strategies that reflect the full complexity of their financial lives—including income, expenses, healthcare, taxes, and legacy planning. Her goal is to simplify the journey, remove uncertainty, and help each client get the most out of life with their money.
At the core of her client-first philosophy is the TheiaPath™ Planning Process, a proprietary framework that integrates all key aspects of retirement planning. Under Cathy’s leadership, Theia Financial’s approach goes beyond generic advice—offering deeply personalized solutions tailored to each client’s unique goals and circumstances.
To further support consistency and clarity in the planning process, Cathy Mendell developed a custom financial planning app now used by all Theia Financial advisors. This technology ensures that clients receive a streamlined and modern experience, with thoughtful attention to every detail of their financial future.
Known for her ethical standards and unwavering commitment to her clients’ best interests, Cathy Mendell has made Theia Financial Inc a trusted name for women seeking expert retirement planning that is both comprehensive and compassionate.
Whether you’re preparing for retirement, reassessing your goals, or seeking an advisor who truly understands your needs, Cathy Mendell and Theia Financial Inc are here to help guide your path with confidence and care.
