Myka Koenen, CFP®
Vice President
With over a decade of experience in the financial services industry, Myka has proudly served as a financial advisor at Wealthspire 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.
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.
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.
