Katrina Whitlinger
Financial Planning | Wealth Management | Retirement Income Strategies | Charitable Gifting | Portfolio Management | Risk Management | Intergenerational Planning | Estate & Legacy Stategies | Business Exit Planning
- Role
- Founder at Stella Maris Wealth
- Location
- Greenville, SC, US
- LinkedIn followers
- 500 followers
About Katrina Whitlinger
Katrina founded Stella Maris Wealth after over 15 years of combined experience working in corporate finance and financial services industry. Katrina started her career after graduate school in 2008, working for High Tech companies in Silicon Valley. In her various roles working in Corporate Finance, she was passionate in improving processes to drive efficiency; and one of her gifts she put into practice was turning raw data into meaningful metrics to help improve business units grow.In the last 7 years, Katrina has found her life calling helping individual clients with their financial goals. Katrina is passionate in helping people not only ‘to get where they are today to where they want to go’ but to also help her clients navigate fears and maintain a healthy perspective when it comes to investing. She believes that investing takes faith, and her goal is for her clients to have ‘peace’ when it comes to money.With her growth mindset and passion for continuous learning, Katrina has earned the ChFC (Chartered Financial Consultant), CEPA (Certified Exit Planning Advisor), and AAMS (Accredited Asset Management Specialist) professional designations.Learn more on Maris Wealth is a member firm of The Fiduciary Alliance, LLC, which is a registered investment adviser. More information about Stella Maris Wealth can be found in Form ADV Part 2 which is available upon request. This website is for informational purposes only and should not be construed as investment advice or a recommendation to buy or sell any security or other investment, or to undertake any investment strategy. Opinions expressed herein are solely those of Stella Maris Wealth, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant/tax professional, or legal counsel prior to implementation.
Experience
Founder
Apr 2025 — Present · Greenville, SC, US
Wisdom, guidance, and peace for you & your financial future\"
Education
California State University, Fullerton
Master of Business Administration - MBA, Finance
2006 — 2008
University of Tennessee at Martin
BS, Economics
2003 — 2006
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