About Katrena

Katrena Boujai, CDFA®

Email Address

[email protected]

Phone Number

(210) 782-9855

I’ve spent my entire career in the financial services industry—a field traditionally dominated by men. Over the years, I’ve witnessed the good, the bad, and the truly disheartening: women working with Advisors who didn’t speak their language or prioritize their best interests. For too long, I was told that a female-first financial advisory practice wasn’t possible. Eventually, I decided to prove the naysayers wrong.

My passion for this work is personal. Growing up as the child of divorced parents, I learned early on that money doesn’t solve every problem. But I also came to understand that having your own wealth gives you choices—about how you live, how you care for your family, and what opportunities you can pursue.

That belief only deepened when I became a mother to a child with special needs and later experienced the trauma of divorce myself. Life has a way of throwing us off course, even when we’ve done everything “right.” In those moments, it’s essential to have the tools, support, and financial flexibility to adapt—and to keep moving forward.

What it feels like to work with me:

With a background as a Marriage and Family Therapist, I take great pride in creating a safe, supportive space where women feel empowered to ask questions, expand their financial knowledge, and become active participants in building their wealth.

My promise to you is simple: I will be a committed partner, here to support you through life’s inevitable ups and downs. I will never dictate how you should spend your money. Instead, my role is to serve as a trusted resource—helping you craft a financial plan and strategy that reflects your unique values, honors your goals, and evolves with you over time.

Whether you seek in-depth education or simply want someone you can trust with your financial life, I’m here to meet you where you are. And when life happens—as it always does—you can move forward with confidence, knowing you have a steady partner ready to help you regroup, rebuild, and realign your path.

Certificates

CDFA®

For additional information regarding the team with whom I partner:
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