Karla Sturmfels, FPQP®
Assistant Vice President, Client Service Manager
As an Assistant Vice President and Client Service Manager at Wealthspire, Karla leads client service professionals across the firm’s Salisbury, Fulton, Annapolis, and Richmond offices while continuing to work directly with clients and advisors. She oversees the quality and execution of day-to-day service, from ensuring accounts are established correctly and money moves when needed to helping teams navigate complex or time-sensitive client situations. Karla brings 20 years of experience to her role, having built her career from the ground up after starting as a receptionist. One of the most rewarding parts of her role is developing client service professionals and seeing the team she has helped build consistently go above and beyond for clients. Karla holds the Financial Paraplanner Qualified Professional™ (FPQP®) designation and is a Maryland Notary Public. Outside of work, she enjoys spending time with family, reading, and traveling with her husband.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
