Meet the Team

Katerina Roberts, CFP^® is a Senior Financial Advisor at Connecticut Wealth Management (CTWM). She is dedicated to understanding each client’s unique goals and creating personalized strategies that evolve with life changes and market conditions. With a deep passion for connecting on a personal level, Katerina has helped individuals and families gain financial confidence and security through tailored planning solutions.

Previously, Katerina was a Senior Wealth Advisor at GYL Financial Synergies, now Focus Partners Wealth, where she focused on developing wealth management strategies for private clients. Earlier in her career, she held positions as a Financial Advisor at Hooker & Holcombe Companies and Plan Manager at Voya, where she developed an extensive background in retirement plan administration and participant education.

Education & Certifications

Katerina holds a Bachelor of Science in International Business with a minor in Marketing from Suffolk University. Katerina is a CERTIFIED FINANCIAL PLANNER^™ (CFP^®).   

Affiliation & Community Involvement

Katerina is an active supporter of local charities, including Connecticut Foodshare and End Hunger Connecticut.

Katerina resides in Suffield, CT with her husband. Outside of work, she enjoys yoga, traveling, biking, cooking, and gardening.