Katarina Obermaier, CFP®
Senior Advisor AssociateKatarina 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.
Outside of work, she enjoys cooking, crocheting, and spending time with her family and friends.
Previous Experience
- Wealth Management Associate at GM Advisory Group
- Private Equity Intern at Long Point Capital
Education & Credentials
- BA, Colgate University, Economics, minor in Sociology, summa cum laude
- Certified Financial Planner® (CFP®)
- Series 65 license
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. 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.
