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Katharine George, CFP®, AEP®

Senior Advisor, Shareholder

Katharine George is a Senior Financial Advisor at Wealthstream Advisors. As a Senior Advisor, she focuses on creating customized holistic financial plans and investment management strategies. Katharine is constantly looking for new learning opportunities and ideas that might better her clients’ financial lives. While she helps clients with all aspects of their financial plans including investments, retirement planning, tax planning, insurance planning, and detailed cash flow projections, Katharine has additional expertise in estate planning.

Katharine holds two designations; she is a CERTIFIED FINANCIAL PLANNER™ professional, and an Accredited Estate Planner® (AEP®).

Katharine is also a member of the Estate Planning Council of New York City.

As a Shareholder and member of the Wealthstream leadership team, Katharine contributes to initiatives driven by our core purpose: to help people live their best lives. Katharine also helps manage recruiting for Wealthstream and is involved in the firm’s investment committee.

Katharine has been featured in numerous Yahoo! Finance videos and authored an article in InvestmentNews. Since 2018, Katharine has volunteered as an instructor and mentor with Rock the Street, Wall Street, a nonprofit organization that builds programs designed to inspire and equip high school girls with the skills to succeed financially or pursue a career in finance.

Prior to her time at Wealthstream, Katharine’s passion for problem solving and personal finance led her to graduate from Virginia Tech with a B.S. in finance, certified financial planning track. After growing up and going to school in Virginia, she was eager to move and start her career in New York City.

Katharine resides in the Manhattan borough of New York City. Outside the office, she enjoys stand-up comedy shows, watching sports, and exploring the many different restaurants throughout the city.

Education and Credentials:

  • B.S., Business (Finance) with a concentration in the Certified Financial Planning Track, Virginia Tech
  • Accredited Estate Planner® (AEP®)

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.