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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 works diligently to help our clients plan for their future, and ultimately strives to enhance their lives today.
She earned a Master of Science in Economics from Baikal National University of Economics and Law in Chita, Russia, with advanced standing in Mathematics.
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 of Los Angeles and the CFA® Institute.
Originally from Russia, Katrina moved to United States at the age of 21 to pursue a career in finance. She spent several years in marketing prior to joining KWM. In her spare time, Katrina enjoys staying active, hiking, and playing tennis with her husband, Wayne.
CA Insurance License Number: 0L94082. Resident State CA.
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.