Shira Katsir, CFP®

Wealth Management Advisor

Chapel Hill, NC | 919-636-3634


Shira serves as a financial advisor and CERTIFIED FINANCIAL PLANNER™ practitioner responsible for providing comprehensive wealth management to high-net-worth individuals, as well as younger professionals with planning needs who are building their net worth. One of her specialties is helping those in the medical field. Shira is passionate about effectively helping clients bring their financial and individual goals into alignment.

Prior to joining the firm, Shira worked for CAPTRUST Financial Advisors for six years, beginning as an associate in their business operations group and ultimately transitioning to their consulting research group as a manager for the wealth management investment research team. Shira has worked in the industry since 2006, getting her start with Northern Trust Value Investors in West Palm Beach, Florida. When she is not in the office or with a client, Shira enjoys riding horses, gardening, hanging out with her dog, doing yoga and spending time with her family and friends.


BS – Professional and Technical Communication, Rochester Institute of Technology – Rochester, NY

Credentials & Professional Associations

  • Member of the Financial Planning Association

  • Pro Bono Director for FPA of the Triangle

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Community Service
  • Volunteer – Blue Bloods Thoroughbred Adoption and Placement

  • Mentor – Community HOPE – YMCA of the Triangle

  • Member – Together Women Rise – Chapel Hill


About Me

I am originally from North Miami Beach, Florida, but left the sunshine state upon graduating high school to attend Rochester Institute of Technology. I chose to head to the frigid north because I was recruited to play ice hockey for RIT’s women’s ice hockey team (a sport I picked up attending high school with ice hockey as a club sport). I stayed in the northeast for a few more years, until finally returning to sunny south Florida. I loved my time in Florida, as I was able to live just a few hundred feet from the ocean, be close to my family and have access to an incredible equestrian community, but the travel bug was calling. I decided I would take the next four years to explore. I spent most of my time scuba diving, riding horses and surfing in Costa Rica, but I also traveled to Panama, Nicaragua, Mexico, Spain, France, Germany, Switzerland, Israel and the Czech Republic. Once I returned to the states, I spent a few years in Raleigh, but I am thrilled to be living in Hillsborough and getting to experience everything the area has to offer.