About Katherine Rubin, CFP®

Katherine Rubin formed Wahlberg Financial Services, LLC in Manhattan in 2010.  After five years with a leading financial services company, Katherine realized that the only way for her to give clients the unbiased advice they deserved was to transition her practice to a fee-based business structure.  In 2011 she and her husband moved to Philadelphia, where the company is currently based. Katherine became a CHARTERED RETIREMENT PLANNING COUNSELOR℠ designee in 2006 and a CERTIFIED FINANCIAL PLANNER™ professional in 2011.

Katherine graduated from Franklin and Marshall College in Lancaster, PA in 2000 with a major in art history and a minor in history.  While in school, she was a member of the swim team and Habitat for Humanity, a volunteer reading tutor to Lancaster public elementary school students, and a flautist in various campus ensembles.  Katherine went on to attain her Masters in Decorative Arts and Material Culture from the Bard Graduate Center in New York City, after which she worked as a freelance Collection Manager and Researcher for clients such as Sotheby’s, the Yale University Art Gallery, and various private collectors.  Over the course of her freelance career, she became aware of how little financial support in the form of health benefits, retirement plans, tax guidance, etc… was available to the self-employed.  The process of researching and executing her own financial plans led her to investigate and ultimately pursue a career as a financial advisor. The perspective offered her by a career outside of the financial planning world allows her to relate to clients in ways that many life-long advisors cannot.

“I love giving people a sense of control over their money,” says Katherine when asked what she likes most about her work.  “When a client begins working with me, they often feel overwhelmed – what investments should they choose in their retirement accounts, do they need insurance and how much, how much should they be saving for retirement and can they save that much, can they afford to both send their children to college and comfortably retire, can they afford to leave their job and work for themselves, can they afford the house they want to buy?  I help them answer those questions and understand what their options are.  But it’s not just tackling big questions like that that I enjoy.  Simply having your finances organized so you know what you have and where you stand is hugely empowering.  I love being able to give that confidence to my clients.”

In 2012, Katherine and her husband welcomed their first child, son Andrew, and their daughter Gweneth was born in 2014.  In her non-working hours, Katherine enjoys time with her children, her family, and her friends, as well as practicing yoga, reading, and traveling whenever possible.