Katrina Freedman

Financial Advisor

Katrina Freedman has been a valued member of The Global Advisor Group for more than a decade. While finance wasn’t her original career path, her journey into the industry has shaped the relationship-focused advisor she is today. Growing up, Katrina dreamed of becoming a fashion designer and earned a degree in fashion before following her father’s advice to major in business as well — a decision that ultimately opened the door to a successful career in finance.

Today, as a Financial Advisor, Katrina works closely with both domestic and international clients, with a particular focus on retirement planning and helping clients confidently navigate life’s next chapter. She is passionate about building lasting relationships and providing thoughtful, personalized guidance tailored to each client’s goals. “I think what I do best is listening,” Katrina says. “I take the time to understand what clients are truly looking for and how we can help them achieve it. I’m also highly organized and committed to following through until every detail is complete.”

Outside of work, Katrina enjoys spending time with her children, being outdoors, and exploring local coffee shops and wine bars. Katrina holds the following registrations through LPL Financial: Series 7, Series 63, and Series 65. All securities registrations are held through LPL Financial.