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Katrina joined KWM Wealth Advisory in early 2016 and supports research and analysis, operations, and client service. Dedicated to offering the highest standards of service, she assists our clients in navigating their financial futures, aiming not only to secure their tomorrow but also to enrich their present lives.
She earned a Master of Science in Economics from Baikal National University of Economics and Law in Chita, Russia, with a concentration in World Economics.
Katrina holds Series 7 and 66 registrations and a CA Insurance license. She also holds the Chartered Financial Analyst® (CFA®) designation and is a member of the CFA Society Los Angeles and the CFA Institute.
In her spare time, Katrina enjoys staying active, hiking, playing tennis, and spending time with her husband, daughter, and dog.
CA Insurance License Number: 0L94082. Resident State CA
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Despite market volatility and economic uncertainty, clients can pursue their financial objectives and enjoy a “Life Well Lived.”
Many people find that having an independent advisor can provide financial confidence — by clarifying economic complexity, navigating through turbulent markets, and providing a buffer between them and the market.
Discover how KWM Wealth Advisory’s extraordinarily personalized approach to investment planning and management can help you on the road to a Life Well Lived.