Archives: Advisor Teams
Advisor Team
Catarina began her career in finance in 2014, when she joined a large team at Merrill Lynch as a Registered Client Associate. She joined IHT Wealth Management in October of 2016 as an Onboarding Consultant, helping advisors move their practice to IHT. She is now the Chief Development Officer at IHT, still onboarding new Advisors and their teams, and also helping to run the day to day operations at IHT.
Having completed over 130 Advisor transitions, she understands that every book of business is different and that it is important to build custom and streamlined transition plans for each advisor. Catarina’s primary goal is to be there for the Advisor through the entire process, always ensuring they know what to expect next and making sure they never feel like they are in over their head. She also works to ensure that existing advisors at IHT have the tools they need to run their businesses successfully, and also to accommodate their needs as they grow their businesses.
Ryan Wittig provides the highly individualized client service; and focuses on offering financial solutions that address risk tolerance, time horizon, liquidity needs, and overall investment goals for individuals and their families. He is committed to developing a clear, actionable plan for ensuring that all assets are working toward helping clients achieve what matters most.
Ryan advises clients on wealth accumulation and preservation through the creation of individually customized wealth management strategies. This process includes portfolio analysis, retirement planning, tax-efficiency and hedging strategies, and asset protection—with a specific emphasis on helping to pursue a lifetime income stream during retirement.
Ryan began his career in 1999 at Prudential Financial. He joined Merrill Lynch Wealth Management in 2002, before joining IHT Wealth Management as senior vice president.
Ryan is a CERTIFIED FINANCIAL PLANNER™, which is a designation awarded by the Certified Financial Planning Board of Standards, Inc. He graduated from Illinois Wesleyan University with a degree in finance in 1999, and currently resides in Chicago.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Ryan Wittig provides the highly individualized client service; and focuses on offering financial solutions that address risk tolerance, time horizon, liquidity needs, and overall investment goals for individuals and their families. He is committed to developing a clear, actionable plan for ensuring that all assets are working toward helping clients achieve what matters most.
Ryan advises clients on wealth accumulation and preservation through the creation of individually customized wealth management strategies. This process includes portfolio analysis, retirement planning, tax-efficiency and hedging strategies, and asset protection—with a specific emphasis on helping to pursue a lifetime income stream during retirement.
Ryan began his career in 1999 at Prudential Financial. He joined Merrill Lynch Wealth Management in 2002, before joining IHT Wealth Management as senior vice president.
Ryan is a CERTIFIED FINANCIAL PLANNER™, which is a designation awarded by the Certified Financial Planning Board of Standards, Inc. He graduated from Illinois Wesleyan University with a degree in finance in 1999, and currently resides in Chicago.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Catarina began her career in finance in 2014, when she joined a large team at Merrill Lynch as a Registered Client Associate. She joined IHT Wealth Management in October of 2016 as an Onboarding Consultant, helping advisors move their practice to IHT. She is now the Chief Development Officer at IHT, still onboarding new Advisors and their teams, and also helping to run the day to day operations at IHT.
Having completed over 130 Advisor transitions, she understands that every book of business is different and that it is important to build custom and streamlined transition plans for each advisor. Catarina’s primary goal is to be there for the Advisor through the entire process, always ensuring they know what to expect next and making sure they never feel like they are in over their head. She also works to ensure that existing advisors at IHT have the tools they need to run their businesses successfully, and also to accommodate their needs as they grow their businesses.
Ryan Wittig provides the highly individualized client service; and focuses on offering financial solutions that address risk tolerance, time horizon, liquidity needs, and overall investment goals for individuals and their families. He is committed to developing a clear, actionable plan for ensuring that all assets are working toward helping clients achieve what matters most.
Ryan advises clients on wealth accumulation and preservation through the creation of individually customized wealth management strategies. This process includes portfolio analysis, retirement planning, tax-efficiency and hedging strategies, and asset protection—with a specific emphasis on helping to pursue a lifetime income stream during retirement.
Ryan began his career in 1999 at Prudential Financial. He joined Merrill Lynch Wealth Management in 2002, before joining IHT Wealth Management as senior vice president.
Ryan is a CERTIFIED FINANCIAL PLANNER™, which is a designation awarded by the Certified Financial Planning Board of Standards, Inc. He graduated from Illinois Wesleyan University with a degree in finance in 1999, and currently resides in Chicago.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Karim Poonawala, or KP as his clients lovingly call him, is a wealth manager living and working in Orlando, FL. He moved to Orlando (from East Lansing, Michigan) in 1985 and has lived in Central Florida ever since. He became a stockbroker almost three decades ago and has helped hundreds of clients and their families. He graduated with a degree in Business (BA) from Michigan State University and MBA with a specialty in finance from the Crummer Graduate School Business at Rollins College. KP also holds the prestigious CFP® (CERTIFIED FINANCIAL PLANNER™) certification.
KP started in the financial services industry as a Series 7 broker in June, 1987. Having weathered the financial storm of Black Monday in October of 1987, he decided to obtain CFP® certification and attained the prestigious designation a few years later. He started his independent firm in 1990 and has been an Independent Branch Manager ever since. KP has also attained Series 24 (Securities Principal Qualification Examination), Series 4 (Registered Options Principal Qualification Examination), Series 63 (Uniform Securities State Law Examination), and Series 65 (NASAA Investment Advisors Law Examination). Series 4, 7, 24 and 63 registrations are held through LPL Financial and Series 65 registration is held through IHT Wealth Management.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Check the background of investment professionals associated with
this site on FINRA’s BrokerCheck.
Ryan Wittig provides the highly individualized client service; and focuses on offering financial solutions that address risk tolerance, time horizon, liquidity needs, and overall investment goals for individuals and their families. He is committed to developing a clear, actionable plan for ensuring that all assets are working toward helping clients achieve what matters most.
Ryan advises clients on wealth accumulation and preservation through the creation of individually customized wealth management strategies. This process includes portfolio analysis, retirement planning, tax-efficiency and hedging strategies, and asset protection—with a specific emphasis on helping to pursue a lifetime income stream during retirement.
Ryan began his career in 1999 at Prudential Financial. He joined Merrill Lynch Wealth Management in 2002, before joining IHT Wealth Management as senior vice president.
Ryan is a CERTIFIED FINANCIAL PLANNER™, which is a designation awarded by the Certified Financial Planning Board of Standards, Inc. He graduated from Illinois Wesleyan University with a degree in finance in 1999, and currently resides in Chicago.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Ryan Wittig provides the highly individualized client service; and focuses on offering financial solutions that address risk tolerance, time horizon, liquidity needs, and overall investment goals for individuals and their families. He is committed to developing a clear, actionable plan for ensuring that all assets are working toward helping clients achieve what matters most.
Ryan advises clients on wealth accumulation and preservation through the creation of individually customized wealth management strategies. This process includes portfolio analysis, retirement planning, tax-efficiency and hedging strategies, and asset protection—with a specific emphasis on helping to pursue a lifetime income stream during retirement.
Ryan began his career in 1999 at Prudential Financial. He joined Merrill Lynch Wealth Management in 2002, before joining IHT Wealth Management as senior vice president.
Ryan is a CERTIFIED FINANCIAL PLANNER™, which is a designation awarded by the Certified Financial Planning Board of Standards, Inc. He graduated from Illinois Wesleyan University with a degree in finance in 1999, and currently resides in Chicago.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Ryan Wittig provides the highly individualized client service; and focuses on offering financial solutions that address risk tolerance, time horizon, liquidity needs, and overall investment goals for individuals and their families. He is committed to developing a clear, actionable plan for ensuring that all assets are working toward helping clients achieve what matters most.
Ryan advises clients on wealth accumulation and preservation through the creation of individually customized wealth management strategies. This process includes portfolio analysis, retirement planning, tax-efficiency and hedging strategies, and asset protection—with a specific emphasis on helping to pursue a lifetime income stream during retirement.
Ryan began his career in 1999 at Prudential Financial. He joined Merrill Lynch Wealth Management in 2002, before joining IHT Wealth Management as senior vice president.
Ryan is a CERTIFIED FINANCIAL PLANNER™, which is a designation awarded by the Certified Financial Planning Board of Standards, Inc. He graduated from Illinois Wesleyan University with a degree in finance in 1999, and currently resides in Chicago.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Investment advisory services offered through IHT Wealth Management, LLC., a registered investment advisor.
IHT Wealth Management may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.
All posts and comments are personal and conversational and are not meant to be recommendations in any way. Investors should seek professional advice before making any investment. Any discussion of markets, investments and asset classes is for discussion purposes only and should not be construed as a recommendation in any way. All investments have risk and may lose value. Past performance is not indicative of future results.
© IHT Wealth Management
IHT Wealth Management may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.
All posts and comments are personal and conversational and are not meant to be recommendations in any way. Investors should seek professional advice before making any investment. Any discussion of markets, investments and asset classes is for discussion purposes only and should not be construed as a recommendation in any way. All investments have risk and may lose value. Past performance is not indicative of future results.
© IHT Wealth Management