Katarina Obermaier, CFP®
Katarina is a Senior Advisor Associate based in our Melville, NY office.
Katarina collaborates with advisors in every facet of the financial planning process. She is dedicated to delivering exceptional service and working alongside individuals and families to help them achieve their financial goals through comprehensive and thoughtful planning.
Prior to joining the team, Katarina gained valuable experience as a Private Equity Intern at Long Point Capital. She graduated summa cum laude with a bachelor’s degree in economics from Colgate University.
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.
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.
