Karolina Chernyak, FPQP®, AAMS®
Assistant Vice President, Client Service Manager
As AVP, Client Service Manager at Wealthspire, Karolina leads a team of client service professionals focused on delivering a consistent, high-quality client experience. She works closely with advisors, clients, custodians, and internal teams to support complex account administration, asset transfers, trusts, and retirement accounts. Karolina also leads new client onboarding across Wealthspire’s West Region, helping ensure smooth transitions for new clients and advisor teams. Prior to joining Wealthspire, Karolina held client service and leadership roles with Private Ocean Wealth Management and U.S. Bank. Her background gives her extensive experience in client relationship management, financial services operations, and team leadership, with particular expertise in complex account needs and client onboarding. She is also fluent in Russian. Karolina earned a Bachelor of Business Administration in Finance, Risk Management, and Insurance from California State University, Sacramento. She holds the Financial Paraplanner Qualified Professional™ (FPQP™) and Accredited Asset Management Specialist℠ (AAMS®) designations.
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.
