Kathryn O’Hara CFP®
Director of Financial Planning
Education

B.A. in Journalism, Columbia College Chicago

Professional Certifications

CERTIFIED FINANCIAL PLANNER™ certificant

Personal

Avid ice hockey player and fan, runner and cooking enthusiast

Kathryn O’Hara

Kathryn O’Hara brings a deep financial planning background to Altair’s advisory services. She has spent the better part of the last decade providing objective advice to high-net-worth and ultra-high-net worth clients in the areas of retirement and cash flow planning, estate planning, risk management and charitable giving.

Prior to joining Altair, Katie managed and operated the Chicago Financial Planning Practice for Lenox Advisors and previously worked for Lincoln Financial Advisors.

Katie is a CERTIFIED FINANCIAL PLANNER™ certificant and received a certificate in financial planning from DePaul University.

She originally went to school for journalism, graduating with a bachelor’s degree from Columbia College Chicago and, later, became a producer for NBC Chicago before finding her passion for financial planning. Katie is the recipient of an Emmy nomination for breaking news coverage and is a former Division 1 Scholarship Ice Hockey player.

Katie resides in Deerfield with her husband and their two dogs.

Kathryn's Content