Katrina Freedman has been working with The Global Advisor Group for over ten years. Finance, however, was not always her passion. From a very young age she wanted to be a fashion designer, and even went to college to obtain a degree in fashion. Her wise father suggested that she major in business, which could take her anywhere. Lucky for her, she took his recommendation and shortly after graduation began her switch to the finance industry.

As a Financial Advisor, Katrina works closely with both domestic and international clients. She tends to specialize in retirement planning for clients entering that phase of their life. She is most passionate about building relationships with her clients. ‘I think what I do best is listening. I listen to clients and try to see what it is they are looking for and how we can help them. I also stay very organized and don’t check something off until it’s complete!’

When Katrina’s not working, she enjoys spending time with her kids, being outdoors and going to fun coffee shops and wine bars.

Katrina holds the following registration through LPL Financial: Series 7, Series 63, Series 65 (all securities registrations are held through LPL Financial)