Myka Koenen, CFP®
Vice PresidentWith over a decade of experience in the financial services industry, Myka has proudly served as a financial advisor at Wealthspire Advisors since 2014. Her journey began with her father, a financial advisor himself, who inspired her passion for helping others navigate their financial landscapes.
Myka specializes in comprehensive financial planning for individuals and families experiencing significant life transitions such as widowhood and inheritance. Her approach is centered on empathy and collaboration, ensuring she understands each client’s unique circumstances and goals. As a dedicated financial “quarterback,” Myka coordinates with other professionals like attorneys, insurance agents, and accountants to simplify and enhance her clients’ financial lives. Whether clients are seeking guidance on estate planning, investment strategies, or financial education, Myka is here to help them feel confident and secure in their financial journey.
She is also deeply committed to promoting inclusion and belonging within the financial industry. As an active member of the firm’s Inclusion and Belonging Committee, Myka strives to create an inclusive environment that empowers all colleagues and clients to achieve their aspirations.
Outside of work, Myka enjoys gardening, creating pottery, and spending quality time with her dog and family in West Texas.
Previous Experience
- Senior Client Associate at Bronfman Rothschild
- Analyst at Highline Wealth Management
- Regional Consultant at Sage Advisory
- Retirement Plan Services Specialist at Charles Schwab
- Bank Teller at Wells Fargo Bank
Education & Credentials
- BS, Texas Tech University, Personal Financial Planning
- CERTIFIED FINANCIAL PLANNER®
- 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.
