Katie Stych

Katie Stych is the Strategy & Planning Associate at Pearl Wealth. With a background as a CERTIFIED FINANCIAL PLANNER® professional and a decade of experience in financial planning, business strategy, and client coaching, Katie supports the firm’s advisory team in crafting holistic, personalized plans that help clients live with greater clarity, intention, and ease around money.

Katie’s work blends the technical side of financial planning—cash flow management, savings strategies, and financial organization—with the deeper emotional and behavioral aspects of wealth. Trained in the Trauma Of Money™ framework, she brings a trauma-aware approach to financial planning, helping clients understand the beliefs and patterns that shape their relationship with money. 

Prior to joining Pearl Wealth, Katie served as a financial advisor at Abacus Wealth Partners, where she guided clients through complex transitions and major life changes. She later founded Your Watershed Moment, a financial coaching practice focused on integrating money mindset work with practical systems that empower clients to take consistent, confident action.

Katie holds a Bachelor’s degree in Finance and Management from the University of Iowa, Tippie College of Business and is a Certified Financial Planner® professional. Outside of work, she enjoys spending time in nature, yoga, dancing, and exploring new places with friends.

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