Katherine A. Rubin,  CFP<sup>&reg;</sup> - Financial Advisor

Katherine A. Rubin, CFP®

Financial Advisor

Wahlberg Financial Services

31 South Longpoint Lane
Rose Valley, PA 19063
FINANCIAL ADVISOR'S WEBSITE
(844) 668-5584

General

Katherine Rubin is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wahlberg Financial Services in Rose Valley, PA and the surrounding communities.

Financial Advisor Overview

Wahlberg Financial Services is an independent financial services firm offering personalized and comprehensive, fee-based financial planning and advice, portfolio management services, and insurance products. As we are not affiliated with a specific bank or insurance provider, we can offer objective advice to our clients, uninfluenced by company products or demands. This freedom allows us to put our client's needs first at all times and to build a relationship based on a joint pursuit of their individual goals.

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Financial Advisor Experience

Katherine Rubin, owner of Wahlberg Financial Services, has been a Financial Advisor since 2005. After starting her career at Ameriprise Financial in Manhattan, Katherine opened Wahlberg Financial Services, LLC in 2010. In 2011 she and her husband moved to Philadelphia, where the company is currently based. Katherine became a CERTIFIED FINANCIAL PLANNER professional in 2011. Prior to financial advising, Katherine was a freelance Collection Manager and Researcher for clients such as Sotheby's, the Yale University Art Gallery, and various private collectors. She has an MA from the Bard Graduate Center for Decorative Arts and Design in Manhattan and a BA from Franklin and Marshall College in Lancaster, PA.

For more information on the CERTIFIED FINANCIAL PLANNER designation and the CFP®Board, visit http://www.cfp.net/.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CRPC

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Asset Allocation, Career Change, Investment Management, Getting Married, Mutual Funds, Insurance, Life Planning, Retirement, Long-term Care, Starting a Family, Sudden Wealth, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources