Katherine Stellflue

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CFP®, APMA®

Financial Planner

Office: 608-831-3230
katherine.stellflue@goldsteinadvisors.com

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Meet Katherine

Solving problems for people is Katherine’s favorite part of the job. As a Financial Planner with Goldstein Advisors, she works to create plans that allow clients to live without worry for the future while reaching their goals.

More than 20 years ago, Katherine joined Goldstein Advisors in Madison. She relocated to California after marrying her husband in 2004, also completing her BA in Business and Leadership, that she started at Edgewood College in Madison, WI and finished at Concordia University in Irvine, California, in 2005. She remained in the financial services industry, and obtained the highly regarded Certified Financial PlannerTM designation, her California Real Estate license, and the Accredited Portfolio Management Advisor SM designation before rejoining Goldstein in October 2020.

Managing and advising from a remote office presents no challenge for Katherine, who was born an Air Force brat at Holloman Air Force Base in New Mexico. Her many life experiences, including working with some of the top financial advisors in the country, have contributed to her flexibility and resolve to find a solution for any situation.

In her free time, Katherine is a sports mom. She attends all practices and games for her son, occasionally participating as an assistant coach. She is also involved in her local church and puts her numbers skills to work as the Treasurer on the Missions Board.

Areas of Focus

Retirement Planning
Estate Planning
Tax Planning

Professional Designations & Associations

Accredited Portfolio Management Advisor (APMA^®)
Certified Financial Planner Professional (CFP®)
Real Estate Agent
American Youth Soccer Organization (AYSO) Region 85
Lake Forest Little League (LFLL)
RSM Cares Food Pantry

Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA /SIPC
Investment advisory services offered through Goldstein Advisors, LLC
Goldstein Advisors, LLC and Bluespring Wealth Partners LLC are affiliates of Kestra IS. Investor Disclosures.

Check the background of this firm on FINRA's BrokerCheck.

Goldstein Advisors, LLC does not offer tax or legal advice. Please seek guidance before making decisions about your unique tax and financial situation. Converting a traditional IRA to a Roth IRA is a taxable event and could result in additional impacts to your personal tax situation, including the taxation of current social security benefit payments. Be sure to consult with a qualified tax advisor before making any decisions regarding your IRA.

Goldstein Advisors, LLC is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by the SEC nor does it indicate that the adviser has attained a particular level of skill or ability. All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's investment portfolio. Asset allocation and diversification do not ensure or guarantee better performance and cannot eliminate the risk of investment losses. Content on this website should not be construed as personalized investment advice or as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. A professional adviser should be consulted before implementing any of the strategies presented.