Katerina Roberts, CFP®
Wealth Manager
Katerina serves as a Private Wealth Manager, working directly with her clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
With more than a decade of experience in the financial services industry, Katerina offers her clients a truly comprehensive planning experience. Prior to joining Creative Planning, she served as a Senior Wealth Advisor, helping individuals and families develop comprehensive financial plans focused on investment management, retirement planning, tax strategies and wealth preservation.
Katerina received her Bachelor of Business Administration degree from Suffolk University. She is also a CERTIFIED FINANCIAL PLANNER® professional, as designated by the Certified Financial Planner Board of Standards.
Outside of work, Katerina and her husband, Ryan, enjoy traveling and spending quality time with family.
Articles by Katerina Roberts, CFP®
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