Karolina Chernyak, FPQP™, AAMS®

Senior Client Service Specialist

Karolina Chernyak is a Senior Client Service Specialist based in the San Rafael, CA office.

Karolina works closely with clients and their advisors to ensure the day-to-day ongoing needs of clients are met. She is responsible for completing and processing paperwork, and overall, letting our clients know that she is there to take care of their needs. She prides herself in going beyond financial planning, considering each client’s goals and dreams, and working together as a team to help the client achieve them. Before joining the firm in 2016, she worked in a variety of support roles, including as a sales and service manager for U.S. Bank.

Fluent in Russian, Karolina is an animal lover, a Tolkien fan, and a self-proclaimed “outdoorsy nerd” who would “live in a tent outside the office” if she could.

Previous Experience

  • Senior Client Service Specialist at Private Ocean Wealth Management

Education & Credentials

  • BBA, California State University – Sacramento, Finance, Risk Management, and Insurance
  • Financial Paraplanner Qualified Professional
  • ACCREDITED ASSET MANAGEMENT SPECIALISTSM

 

Financial Paraplanner Qualified Professional and FPQP® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.
ACCREDITED ASSET MANAGEMENT SPECIALISTSM and AAMS® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.

*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.