Katie Markowski, CDFA, M.Ed

Katie is the principal of Watermark Financial. She received her BAs in English and History of Art & Architecture, along with a Masters in Education, from the University of Pittsburgh. 

With more than 12 years’ experience as an independent financial advisor, Katie works with clients from all backgrounds and stages of life: high-net worth clients seeking sophisticated investments, workers planning for retirement, those just getting started with planning, and everyone in between. With a one-on-one relationship, she creates and implements effective, personalized strategies that help clients pursue their goals through budgeting and savings plans, investment strategies, income planning, and smart tax management.
 
As a Certified Divorce Financial Analyst (CDFA), Katie consults on divorce-related matters, helping either couples or individuals in the pre-, during- and post-divorce stages to understand and untangle their finances. She is collaboratively trained, so she can act either as a neutral for both parties or as an advocate for one party.

Katie also prepares tax returns, consults on estate planning and execution, and provides insurance services. She has served on several nonprofit boards and lives in the Bloomfield neighborhood of Pittsburgh with her husband, daughter, cats, and her large collection of jigsaw puzzles. 

Neither Osaic Wealth Inc. nor its representatives provide tax or legal advice. Please consult with your tax or legal professional.