Wealth Planning Coordinator
Karin Getka
The Wealth Planning Coordinator who keeps each household's folio moving between quarters — onboarding, documents, and review cadence, so the advisors can stay on the plan.
About
Karin Getka is the Wealth Planning Coordinator at Intellicapital Advisors, LLC. She coordinates the planning workflow across all eleven chapters of a household’s folio and supports onboarding, document gathering, and the quarterly review cadence — the operational backbone that keeps each engagement on schedule between meetings.
Karin’s role is administrative. She is not a licensed Investment Adviser Representative and does not provide investment advice; all advisory activity is performed by the firm’s Managing Partners, Michael McAlpin and Rob Fremont.
The Role
Title
Wealth Planning Coordinator
Function
Planning-workflow coordination across the eleven folio chapters; household onboarding, document gathering, and quarterly-review scheduling.
Licensure
Administrative role only — not a licensed Investment Adviser Representative. Provides no investment advice.
Contact
Office
4210 Valley Ridge Blvd, Suite 130, Ponte Vedra Beach, FL 32081
Phone
(866) 438-1958
Email