About My Practice
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.
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/.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Life insurance, Health/disability insurance
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - CRPC
Considerations: I charge a flat fee for annual comprehensive financial planning ($2500 and up) and for asset management (1% of assets under management), and I receive commission for insurance products purchased with my assistance.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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