Schedule your complimentary 30-minute discovery call so we can understand your unique financial and life goals and match you with the advisor most well suited to help.
Partner Ekaterina Klimentova’s article for MarketWatch is a “must read” for engaged couples.
MarketWatch – If there is statistically a 50% chance of something happening to you, you might decide to prepare for such an event, just in case. Divorce falls into this category. Planning for divorce and taking steps to reduce one of its major causes is something every engaged and newly married couple should earnestly do to cover all the bases.
Ekaterina is a Partner in the New York office. She has over 20 years of experience in the financial services industry, providing a wide range of professional services including tax planning, consulting and compliance, as well as accounting and family office services. Ekaterina is a Certified Divorce Financial Analyst (CDFA) and works with matrimonial attorneys, providing them with various divorce financial consulting services such as asset tracing, lifestyle analysis and forensic accounting. She has testified as an expert witness and has been appointed as a neutral expert by the Supreme Court of the State of New York.
Prior to joining Cerity Partners, Ekaterina was an Associate Managing Director at Lebenthal Family Office LLC, where she served a diverse group of high-net-worth clients. Before Lebenthal Family Office, she was a Tax and Family Office Manager at Executive Monetary Management Inc., a division of Neuberger Berman LLC. Ekaterina started her professional career at Ernst & Young LLP.
Ekaterina is a Certified Public Accountant and a Certified Divorce Financial Analyst. Ekaterina earned her Bachelor of Science in Accounting (magna cum laude) from Marymount Manhattan College. She also holds a degree in Romance and Germanic Philology (M.A. equivalent) from Kiev State University.
Your Introduction to a Trusted Financial Partner Awaits
Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.
Schedule your complimentary 30-minute introductory meeting so we can understand your unique financial goals and match you with an advisor well suited to your needs.
Dustin Ribergaard
Principal & Client Experience Director
Stephanie Bellisario
Principal & Client Experience Director
Find your ideal financial advisor with our personalized Concierge Program.
Schedule a complimentary introductory meeting now:
Book your meeting
This 30-minute call with me is designed to better understand your unique financial and life goals and match you with the advisor most well suited to help.
Looking forward to
speaking with you!
Dustin Ribergaard
Principal & Client Experience Director
Thank you for booking a meeting with us!
We look forward to connecting with you soon.
Here are some valuable insights to read before your meeting
By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.