Katrina Whitlinger - Investment Advisor

02/18/2026

https://youtu.be/4wvbFhrc3Is?si=CkMdpU5rbqtR68oW

Stella Maris Wealth: Our story & how we serve our clients with what's important to them.

11/11/2025

I attended 2025 Advisor Summit a couple of weeks ago, and was left energized on how I can better serve my clients going forward. What I love most about my job is not only I get to help people and make meaningful difference, but also the fact that I'm learning something new every day and that we're always evolving. ✨
Pic with one of our Ops superstar, a fellow Packer fan, the lovely Abby. 💛

11/11/2025

Happy Tuesday y'all! Yesterday morning I listened to this quick inspiration by John O'Leary , and wow is a beautiful thing. Small little act of love & caring for others is indeed, your ✨. I'm convinced every day is about what kind of impact we want to leave when we leave this earth one day. Start with today! ❣️
P.S. the move about John O'Leary called 'Soul on Fire' was just out in the cinema. I can't wait to watch it with my boys. I read his book called 'On Fire' 5 years ago that changed my life. 💛
https://podcasts.apple.com/us/podcast/live-inspired-podcast-with-john-oleary/id1166682012?i=1000736055749

This link will take you to a page that’s not on LinkedIn

11/03/2025

Let's talk about your alternatives. First things first, do you have a financial plan? Everything starts with having a plan to account for what you need, then we can strategize. Send me an email to find time to talk: [email protected]

Stocks are never a sure thing, especially when everybody seems to think they are

09/18/2025

Great article. Let me know when I can be a resource to you.

According to Nuveen, 93% of workers want 401(k) plans to offer lifetime income options, but most don’t. Still, lifetime income can come from sources like Social Security, pensions, annuities, and thoughtfully planned withdrawal strategies using bonds, investments, or income-focused funds.

05/12/2025

One of the ways I add value to my clients today is by planning for their retirement income strategy. Please reach out when I can help you strategize your income sources in retirement--to ensure it addresses all your concerns & obejctives for the next 2-3 decades in retirement.

Learn how a tax-efficient distribution strategy can help your financial future.

05/07/2025

Pope Francis chose his papal name "Francis", inspired by the deep humility & vow of poverty of St. Francis Assisi. 💛 Thank you Pope Francis for teaching us to love simply like Jesus. He was, too, often mocked & misunderstood. Rest in peace. ✨ Pray for us from up there. 💫

We pray for the election of the new Pope that starts today. Come Holy Spirit. ✨ May he be able to lead with love & compassion, and courage to be able to bring Truth & peace to the world. 🙏🏼

04/20/2025

Happy Easter to you & yours! 🌷❤️✨
Christ is risen, alleluia, alleluia, alleluia.

I love a quote by one of the greatest Popes (and Saints), St. Pope John Paul II--he said "do not abandon yourself to despair. We are the Easter people and Hallelujah is our song." ☀️

04/13/2025

That's my biggest goal in life--first thing first, I want to be the prayer warrior for my family. It matters. Every moment, every day. Let not a day passes by without your 🩵

"Let it be done per Thy will, Lord" 🙏🏼✨☀️ When life gets busy, there's even a bigger reason why we should find time to ❤️

04/06/2025

Hi everyone, I'm excited to share that I recently started an independent financial advisory practice called 'Stella Maris Wealth'. The name 'Stella Maris' is an ancient Latin word, meaning the 'Star of the Sea'; it is a beloved nickname of Mary--the Mother of Jesus, mother of God, mother of us all, His disciples. As Jesus said it on his last breath on the cross--"behold Thy mother". 🩵 She's the one who guides people to Jesus. (There's no one Jesus doesn't want. Mary is the mother of all humanity, indeed.) Inspired by Mary's virtues & sorrows, I feel called to help guide people to have a healthy and eternal perspective about money. ✨

'Money' brings us all kinds of feelings. Many people put their security in money alone. Money is one of the biggest competitors to God. The scriptures talk a lot about money. God does want us to create, produce, and be great. But not for our own selfish ambition, but to glorify His kingdom. My goal is to help people show up as 'the best version of themselves' every day, and 'be free' of money. "Money is a tool, a test, and a testimony" in our lives. So, your money should have a purpose.

I'd be honored to help you with what you're looking to accomplish--to create a financial
plan with the hope it'd help you sleep better at night knowing that you've taken care of the controllables. Yes, despite market volatility. The ups & downs in the market is a normal part of investing. There are strategies we can take advantage of during every phase of the market. Let's focus on your goals. 💛

"In the twilight of our lives, we will be judged on love alone" - St. John the Cross

03/15/2025

Good information...I've been very impressed by Schwab's investment strategists' insights.

Make sure you understand the reason you invest. And that you have a strategy built upon your short-term, medium-term, and long-term goals. Have a wonderful weekend everyone! ☀️

Podcast Episode · On Investing · 03/14/2025 · 34m