Katrina Whitlinger ChFC®, CEPA®, AAMS™
Founder | Wealth Advisor
Katrina founded Stella Maris Wealth after over 15 years of combined experience working in corporate finance and financial services industry. Katrina started her career after graduate school in 2008, working for High Tech companies in Silicon Valley. In her various roles working in Corporate Finance, she was passionate in improving processes to drive efficiency; and one of her gifts she put into practice was turning raw data into meaningful metrics to help improve business units grow.
In the last 7 years, Katrina has found her life calling helping individual clients with their financial goals. Katrina is passionate in helping people not only ‘to get where they are today to where they want to go’ but to also help her clients navigate fears and maintain a healthy perspective when it comes to investing. She believes that investing takes faith, and her goal is for her clients to have ‘peace’ when it comes to money.
With her growth mindset and passion for continuous learning, Katrina has earned the ChFC (Chartered Financial Consultant), CEPA (Certified Exit Planning Advisor), and AAMS (Accredited Asset Management Specialist).