Shira Katsir, CFP®
Wealth Advisor
Chapel Hill, NC | 919-636-3634
Overview
Shira Katsir is a dedicated Wealth Management Advisor and CERTIFIED FINANCIAL PLANNER® practitioner, specializing in comprehensive wealth management for high-net-worth individuals and younger professionals building their net worth. Shira is passionate about empowering her clients to achieve financial success.
Shira’s career in the financial industry started in 2006 with Northern Trust Value Investors in West Palm Beach, Florida. Before joining Stearns Financial Group, Shira spent six years at CAPTRUST Financial Advisors in Raleigh, NC. She began as an associate in the business operations group and later became a manager in the wealth management investment research team. Outside of work, Shira enjoys running, playing tennis, gardening, painting and spending time with her family and friends.
Education
BS in Professional and Technical Communication, Rochester Institute of Technology, Rochester, NY
Credentials & Professional Associations
CERTIFIED FINANCIAL PLANNER® (CFP®) practitioner
Member of the Financial Planning Association
Pro Bono Director for FPA of the Triangle 2020-2023
Community Service
Volunteer, Blue Bloods Thoroughbred Adoption and Placement
Mentor – Community HOPE – YMCA of the Triangle
Member – Together Women Rise – Chapel Hill
About Me
Originally from North Miami Beach, Florida, Shira moved to Rochester, NY, to attend the Rochester Institute of Technology, where she played ice hockey for the women’s team and competed on the Equestrian Team as an open over fences rider. After several years in the northeast, she returned to Florida, enjoying life near the ocean and the equestrian community. Driven by a love for travel, Shira spent four years exploring Costa Rica, Panama, Nicaragua, Mexico, Spain, France, Germany, Switzerland, Israel, and the Czech Republic. Now settled in Hillsborough, NC, Shira is an active member of both the Hillsborough Run Club and Orange Tennis Club.