Katarina Obermaier, FPQP™

Senior Advisor Associate

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.

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
  • Financial Paraplanner Qualified Professional (FPQP)
  • Series 65 license

 

FINANCIAL PARAPLANNER QUALIFIED PROFESSIONAL™ and FPQP™ are trademarks 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.