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Katerina M
CFP®, Series 65
Los Angeles, CA
Quantitative Financial Strategies
Katerina Minevich is a CFP® and holds a Series 65 license. She began her advisory career in 2026 and currently works at Quantitative Financial Strategies, a supported firm based in Los Angeles. Prior to entering financial advising, she spent nine years at NuORDER, Inc and was self-employed for four years. Quantitative Financial Strategies serves individual and high-net-worth clients with fee-only services including investment and wealth management, financial planning, and retirement plan consulting. The firm employs asset-allocation and modern portfolio theory using a combination of passive and active investments and model portfolios, managing most client relationships on a discretionary basis with support from technology such as AI tools.
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