Katie Weber

Katie Weber is a seasoned financial professional with over a decade of experience in the wealth management industry. She takes pride in helping individuals and families navigate complex financial decisions with clarity and confidence. As a CERTIFIED FINANCIAL PLANNER™ professional, Katie brings a client-centric, holistic approach to planning that emphasizes long-term success and meaningful outcomes.

Originally from Oregon, Katie holds a dual degree in Finance and Economics from the University of Idaho. Her career has taken her from the Rockies of Denver to the fast-paced financial landscape of Manhattan, where she currently advises clients on comprehensive wealth strategies, including retirement planning, investment management, tax-efficient strategies, and legacy planning.

Katie previously served as a Vice President for Goldman Sachs Personal Financial Management, and prior to that as a Wealth Advisor at United Capital Financial Advisors. Her dedication to excellence has earned her industry recognition; she was selected for participation in the highly exclusive WRAP (Women Reaching Accelerated Potential) program, an elite initiative recognizing top-tier female talent in financial services. She is also a Wine & Spirit Education Trust (WSET) Level 3 certified wine sommelier, and outside of the office she enjoys travel, food, wine, and fitness.

Whether she’s designing tailored financial strategies or curating the perfect wine pairing, Katie brings passion, precision, and professionalism to everything she does.