Abigail McCloskey, CFP®, CLU®

Senior Financial Advisor

Hi, I'm Abby McCloskey, and I believe financial planning is about more than numbers—it's about creating the life you want to live.

As a mom, outdoor enthusiast, and financial educator, I understand the balancing act of managing today's priorities while planning for tomorrow's dreams. My journey to financial advising came after a decade in insurance, where I realized I wanted to see and impact the complete picture of my clients' financial lives.

At Affinity Wealth, I focus on building relationships first. I'm passionate about understanding what matters most to you personally before diving into the financial details. This approach allows me to craft strategies that truly align with your vision for the future. Whether you're juggling career demands, raising a family, or planning for the next chapter, I translate complex concepts into clear, actionable plans.

I'm a CFP®, Enrolled Agent and Chartered Life Underwriter® who particularly enjoys helping women and families gain financial confidence. When I'm not in the office, you'll find me outdoors with my husband, two kids, and our many pets in Hockessin.

Let's have a conversation about what financial confidence would mean for your life—and how we can build that together.