“As a mom to two young boys, I know time is priceless—my mission is to help my clients make the most of it through personalized wealth strategies and trusted guidance.”
Kari Wolfson, CFP®, AWMA® Partner, Senior Wealth Advisor
“I love helping clients feel confident and empowered, turning complexity into clarity and guiding them toward peace of mind.”
Dina Milne, CFP® Partner, Senior Wealth Advisor
“I am passionate about empowering women and their families to create financial strategies that help give them the freedom to thrive.”
Diana Linn, CFP®, CDFA® Partner, Wealth Advisor
“I love helping women understand the power of their wealth. Knowledge is power. And security comes with having choices.”
Elizabeth Kesselman Partner, Senior Wealth Advisor
MYTH:
Women Lack Confidence
REALITY:
This gap isn’t about skill or financial ability. It’s about self-perception and societal conditioning, which can lead to hesitation in taking proactive financial steps.
"In my experience as an advisor, women are collaborative, values driven and take a holistic view of wealth. I find it very rewarding to help women align their wealth and values.”
Laura Hearn, CFP®, CPWA® Wealth Advisor
“My goal is to help women feel truly seen. It’s the confidence I help ignite and the quiet power of a future truly owned that fuel me every single day.”
Catherine Ocampo, MBA, CFP®, CRPC® Wealth Advisor
“Women are becoming the architects of the greatest wealth transfer in history, and I believe when women rise in wealth, their families and communities rise with them.”
Evelyn Pepe, CFP®, CDFA® Managing Director, Family Office
“True wealth goes far beyond investments — it’s built with intention, guided by purpose and shaped through honest conversations about family, legacy and the life you want to create.”
Jennifer Votano, CFA®, CFP® Managing Director, Family Office
MYTH:
Women are risk averse
REALITY:
Women are risk aware. Women simply want to better understand the risks before taking them on. They want the knowledge to make informed choices.
“Significant wealth brings complexity and opportunity. I partner with women and families to bring clarity to their finances, empowering them to make intentional decisions to shape a legacy that reflects their values.”
Karen Schmid, CFA® Managing Director, Family Office
“I am driven by a deep sense of helping families preserve, grow and pass on their wealth and values, with integrity at every step—that’s what inspires me.”
Shruti Bansal, CFA® Portfolio Manager & Director
“Helping women navigate financial decisions and feel more at ease about money is what makes this work fulfilling for me.”
Jennifer Loveless, CFP® Portfolio Manager & Director
“Helping women own their financial futures and build legacies they’re proud of is deeply gratifying for me. That’s what makes this initiative even more meaningful. ”
Nicole LaChapelle President of Family Office
“Women with money or power have long been seen as uncomfortable ideas. My life’s work is helping people embrace the good that comes from the success of our mothers, daughters, sisters, grandmothers and granddaughters.”
Michelle Knight Chief Executive Officer & Chief Economist
“I’ve been fortunate in my career to have my voice heard and work alongside remarkable women leaders. I’m proud to be part of a firm that empowers women to share their perspectives and build their own legacies.”
Sophia Flaxen, Chief of Data Analytics & Trust Operations
MYTH:
Women aren't good investors
REALITY:
Women are disciplined investors. They diversify and remain invested through volatility. Fidelity finds 51% of women stay the course through difficult cycles vs 43% of men.
MYTH:
Women prefer to delegate financial decisions
REALITY:
Women want collaboration and transparency, not blind delegation.
"Being a trusted resource for hard working moms, aunts and sisters who support their families, while trying to navigate a complex financial landscape, is the most rewarding way to serve our clients and community."
Sharon Phelan, CFP® Chief of Business Administration
“One of my greatest joys in my professional life is to see women around me, both clients and colleagues, build their confidence and expand their knowledge around wealth and life.”
Julianne Catlin Director of Investment Operations
“Women are often the caretakers, magic makers and the CEOs of their household. It is a privilege to serve our female clients and connect with them through shared experiences.”
Megan Higgins, CRPC® Director of Private Wealth Client Service
“True generational wealth isn’t about material possessions, but the values we pass on. As a mother of five, my greatest investment is shaping character and creating a legacy of kindness and responsibility.”
Kristin Fazio Chief Compliance Officer
MYTH:
Women lack financial literacy
REALITY:
Women score similarly to men. Confidence – not competence – is the gap according to
FINRA Financial Capability Study in 2022.
MYTH:
Women don’t have enough money to invest
REALITY:
Women control $10T+ wealth and the balance is shifting in their favor with the great wealth transfer underway according to McKinsey Women and Wealth Holders Report in 2023.
“Women are rewriting the future of wealth. It’s reflected in my own journey. When we own our own financial story, we don’t just change lives, we change generations. That’s why this initiative matters to us at RWA.”
Karrie Pettiglio Deputy Director of Private Wealth Client Service
“I feel at home here. I think you will too. You will feel truly seen and heard and prepared for the twists and turns, and joys and heartaches life inevitably brings."
Lesley Valenzuela Director of Private Wealth Administration
The fact that an employee holds a particular designation or credential does not guarantee that a specific investment-related result will be achieved; nor does such protect against loss of investment principal. For more information on credentials please refer to the Professional Credentials page on this website.
Myth:Women Lack Confidence
Fact: This gap isn’t about skill or financial ability. It’s about self-perception and societal conditioning, which can lead to hesitation in taking proactive financial steps.
Myth:Women are risk averse
Fact: Women are risk aware. Women simply want to better understand the risks before taking them on. They want the knowledge to make informed choices.
Myth:Women aren't good investors
Fact: Women are disciplined investors. They diversify and remain invested through volatility. Fidelity finds 51% of women stay the course through difficult cycles vs 43% in men.
Myth:Women prefer to delegate financial decisions
Fact: Women want collaboration and transparency, not blind delegation.
Myth:Women lack financial literacy
Fact: Women score similarly to men. Confidence – not competence – is the gap according to FINRA Financial Capability Study in 2022.
Myth:Women don’t have enough money to invest
Fact: Women control $10T+ wealth and the balance is shifting in their favor with the great wealth transfer underway according to McKinsey Women and Wealth Holders Report in 2023.
Experience Wealth Management Designed for Women.
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