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Katerina Minevich (CDFA, CFP®)

Katerina Minevich focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Corporate Executives
  • Divorce Planning
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Tax Planning

Planning Specialties

We provide integrated financial planning for high-earning professionals and families, combining investment management, tax planning, and long-term financial strategy. Our work often includes financial decision analysis, education planning, and planning during complex life transitions such as divorce.

Additional Information

We take a coordinated approach to financial planning, bringing investment strategy, tax planning, and financial decision-making into one integrated framework rather than addressing each area separately.

Our work is particularly focused on helping clients navigate complexity—whether that stems from multiple income sources, fragmented assets, concentrated investments, or competing financial priorities.

As a partnership, we combine quantitative investment expertise with hands-on financial planning and decision analysis, allowing us to provide both analytical depth and practical guidance.

We focus on helping clients think through important financial decisions in advance—so they can move forward with clarity and avoid unintended outcomes over time.

NAPFA Start Date

March 25, 2026

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

Call for an Appointment Los Angeles, CA 90048 Phone: +1 (323) 483-6400
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