Karin Maloney Stifler, CFP®, AIF®, MBA

Karin specializes in helping women and families across generations to intentionally manage every facet of their personal wealth in one cohesive plan that enriches life in meaningful ways. As a CERTIFIED FINANCIAL PLANNER^® and Accredited Investment Fiduciary^® (AIF^®), she’s highly experienced and well trained to help clients navigate their unique life challenges and opportunities with confidence and financial security.

Her clients frequently describe Karin as a thinking partner, personal CFO, and a coach/advocate. Karin’s goal is to help expand her clients’ financial knowledge and build a prudent plan that will instill further confidence in their financial and life decisions. With intention and care, she builds deep relationships with her clients and their families to understand each person’s unique vision for what it means to enjoy life today, while preparing for a secure and fulfilling future.

Prior to joining Wealthspire Advisors, Karin spent 25 years at firms in Chicago, Boston, and Cleveland serving high-net-worth and institutional clients. She is fortunate to have been mentored by the profession’s pioneers and thought leaders.

Karin is also a 21/64 Certified Advisor^™ specializing in philanthropic planning. She has served as an Investment Trustee for the Ohio Police & Fire Pension Fund since she was appointed by the Ohio Treasurer of State in 2015. Karin is also a board member of the Hudson Community Foundation and Miami University’s Women Giving Circle. Previously, she served on the National Board of the Financial Planning Association (FPA) and co-founded the FPA’s pro bono program. Her professional recognition includes the FPA Heart of Financial Planning and Crain’s Cleveland Notable Wealth Manager awards.

In her spare time, Karin is an avid runner, enjoys traveling to new destinations, and playing ball with her dog Remy. As an empty nester, she cherishes time spent with her husband and their three sons and daughters-in-law.

Previous Experience

• Co-Founder of Walden Wealth Partners
• Founder of True Wealth Advisors
• Wealth Advisor at Spero-Smith Investment Advisors (now Cerity Partners)
• Vice President, Trust & Private Banking at Bank of New England

Education & Credentials

• BA, Miami University, International Studies, Economics, and Spanish
• MBA, Northeastern University, Finance
• CERTIFIED FINANCIAL PLANNER^®
• Accredited Investment Fiduciary^® (AIF^®)
• 21/64 Certified Advisor^™
• Certified Financial Counselor

Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER^®, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The Center for Fiduciary Studies owns the mark AIF®, which it awards to individuals who successfully complete initial and ongoing accreditation requirements.