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Katherine Espinosa, CFP® has worked as a Senior Financial Planner at MissionSquare Retirement since May 2022. Prior to this, they worked as a Registered Wealth Management Client Associate at Merrill Lynch from February 2018 to May 2022. Before joining Merrill Lynch, they were a Community Association Manager at Keystone Pacific Property Management from October 2017 to February 2018. Katherine also gained experience as an Intern at Trammell Crow Company from July 2014 to September 2014.

Katherine Espinosa, CFP®, obtained a Bachelor of Business Administration (B.B.A.) degree from California State University, Long Beach. During their time there from 2014 to 2016, they double concentrated in Business Management and Supply Chain Operations. Prior to that, from 2011 to 2013, Katherine attended Santiago Canyon College. During their education, Katherine also earned several additional certifications, including Certified Financial Planner (CFP) from the CFP Board, as well as Series 66 and Series 7 certifications from FINRA (Financial Industry Regulatory Authority).