Katerina Minevich, CFP®, CDFA®
Build It Forward. Tax-Efficient. Coordinated. Built for Generations.
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Serving Clients Nationwide
Build It Forward. Tax-Efficient. Coordinated. Built for Generations.
Areas of Focus
- Divorce Financial Planning
- Education Funding
- Equity Compensation Options
- Estate Planning
- Financial Life Planning
- Investment Management
- Business Owners
- Retirement Planning
- Student Loan Advising
- Taxes
- Women & Wealth
About Katerina Minevich, CFP®, CDFA®
Financial complexity rarely arrives all at once.It builds quietly.
A new job. A higher income. Equity compensation. A home purchase. Education planning.
Each decision makes sense on its own. But over time, the pieces begin to multiply.
And one day, what once felt manageable starts to feel fragmented.
Wealth has grown. But coordination has not.
You cannot grow what you cannot measure. And you cannot make confident decisions when the pieces of your financial life are evolving independently.
My work centers on bringing those pieces together.
I focus on identifying decisions before they become urgent and coordinating financial strategies before complexity creates risk. Because by the time many people realize something needs attention, the options are often already limited.
This complexity is especially common as careers advance and wealth grows. Investments, taxes, education funding, real estate, and long-term planning begin to intersect. In high-cost areas such as Los Angeles, these decisions often carry even greater financial impact.
Sometimes this complexity builds gradually. Other times it changes quickly during major life transitions such as divorce, career changes, or liquidity events, when thoughtful financial guidance becomes especially important.
Before becoming a financial planner, I spent more than two decades in financial leadership roles, including at a high-growth technology company, where I helped build financial infrastructure and guided employees through compensation, equity, and benefits decisions. That experience shaped my proactive and decision-focused approach to financial planning.
Today, I am a CERTIFIED FINANCIAL PLANNER™ professional and Certified Divorce Financial Analyst® and Co-Founder of Forward Wealth Management.
I lead financial planning and strategic decision-making, working alongside my partner, Hilal Yilmaz, PhD, CFA, who leads investment strategy. Hilal designs portfolios that account not only for stocks and bonds, but also for real estate decisions, career trajectories, tax exposure, and the evolving financial roles of the next generation.
Together, we believe wealth management works best when planning and investments are designed together.
Our goal is simple.
Help clients build wealth intentionally.
Navigate complexity thoughtfully.
And prepare the next generation as stewards of wealth.
Build it forward.
Professional Designations
- Certified Divorce Financial Analyst (CDFA)
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
-
CFP Board
- Financial Planning Association
- Institute for Divorce Financial Analysts
- National Association of Personal Financial Advisors
- XY Planning Network
- Financial Planning Association
Primary Location
Los Angeles, CA 90048
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Forward Wealth Management
At Forward Wealth Management, we design sophisticated, tax-aware strategies that integrate your investments, real estate decisions, career income, and generational planning into one coordinated system. Rather than managing accounts in isolation, we align every financial decision to improve efficiency, reduce fragmentation, and support your long-term objectives.OUR THREE PILLARS
Tax-Efficient Wealth Management
Designing Wealth as a Coordinated System
We manage wealth as an integrated life-span strategy rather than a collection of accounts. Investment portfolios, real estate, income, tax exposure, and family goals are evaluated together to improve alignment and reduce inefficiency.
Our focus is tax-efficient portfolio construction within the context of your broader financial life. We coordinate with your CPA and estate attorney so investment decisions support tax strategy, liquidity planning, and long-term wealth transfer.
As circumstances evolve, we adapt. Career changes, business growth, major purchases, and shifting family priorities are incorporated into portfolio design and capital allocation to keep decisions across your financial life coordinated and intentional.
Life Transitions
Navigating Change with Structure and Discipline
Major life events create both risk and opportunity. Retirement, divorce, business sales, relocation, and sending children to college require deliberate financial recalibration.
During transitions, we focus on maintaining portfolio discipline while adjusting for new cash flow realities, tax implications, and long-term sustainability. We model scenarios, evaluate trade-offs, and structure decisions so that short-term changes do not undermine long-term strategy.
Our role is to provide continuity and oversight when complexity increases, ensuring that capital remains aligned with your evolving goals.
Build It Forward
Preparing the Next Generation for Stewardship
Preserving wealth requires more than estate documents. It requires prepared heirs.
We actively involve the next generation early through structured financial education, age-appropriate investment responsibility, and ongoing dialogue about capital stewardship. Children are not passive future beneficiaries; they are developing financial decision-makers.
By building financial capability alongside financial capital, families strengthen continuity across generations. The objective is not only to transfer assets efficiently, but to transfer judgment, discipline, and confidence as well.
Education
New York University, Bachelor's degree, Economics
Volunteer Experience
Board of Directors, Financial Planning Association of Los Angeles Director of Corporate Sponsorships
Hobbies and Interests
- Exercising
- Family
- Hiking
- Reading
- Theater
- Volunteering
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Corporate Executives
- Divorce
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Healthcare Professionals
- Intergenerational Families
- Investors
- Parents
- Physicians
- Single Women
- Startup Employees
- Technology Professionals
- Therapists
- Women in Transition
- Women Professionals
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