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Katharine George, CFP®, AEP®

Senior Advisor, Shareholder

Katharine George is a Senior Financial Advisor at Wealthstream Advisors. She focuses on researching and proposing enticing financial-planning opportunities for clients. Her passion for problem solving and helping others led her on the journey to pursue wealth management, graduating from Virginia Tech with a B.S. in finance, certified financial planning track.

After growing up and getting her education in Virginia, Katharine was excited to begin her professional life with Wealthstream Advisors in New York City. As a Senior Advisor, Katharine is responsible for partnering with her clients to create customized strategies that help them visualize a financially independent future.

Katharine is a CERTIFIED FINANCIAL PLANNER™ professional.

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.

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.