27296 Cranbrooke Drive
Lake Forest, CA 92630
Toll Free: 877-640-6894 ext. 340
2501 Parmenter Street, Suite 100A
Middleton, WI 53562
Toll Free: 877-640-6894
Katherine currently manages the Orange County, California, branch office for Goldstein Advisors, overseeing advanced financial planning, including estate and tax planning, for a small group of high net worth and ultra-high net worth clients. Katherine also coordinates quality controls for the firm.
Over 20 years ago, Katherine started with Goldstein Advisors, but left in 2004 after marrying her husband, Bob, and subsequently moving to California. Katherine completed 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. In addition, Katherine completed her Certified Financial Planner TM designation, had their son, Bobby, obtained her California Real Estate license, and completed her Accredited Portfolio Management Advisor SM designation.
In California, Katherine worked in one of the most successful and top ranked independent practices in the country, then took advantage of the work from home environment and advances in technology to rejoin Goldstein Advisors in 2020. Managing and advising from a remote office is not a challenge as Katherine often states being born an Air Force brat at Holloman Air Force Base in New Mexico and subsequently moving many times prepared her for anything that comes her way.
Katherine spends her time with the family enjoying the outdoors, animals of all kinds, music, exploring new foods and drinks, and volunteering at her church and other local non-profit organizations. One of Katherine’s favorite charities is Working Wardrobes, where they have helped people overcome difficult challenges on their way to meaningful employment, predominantly military to civilian transitions.
Areas of Focus
- Retirement Planning
- Estate Planning
- Tax Planning
Professional Designations & Associations
- Certified Financial Planner Professional (CFP®)
- Accredited Portfolio Management Advisor (APMA®)
- Real Estate Agent
- American Youth Soccer Organization (AYSO) Region 85
- Lake Forest Little League (LFLL)
- RSM Cares Food Pantry