Sep 29, 2021
I'm excited to introduce you to my guest today Kaitlyn Carlson.
Kaitlyn is the Founder & CEO of Theory Planning Partners, a concierge financial advisory firm designed for 7-figure female entrepreneurs.
Before launching Theory Planning Partners, Kaitlyn spent the majority of her career at UBS Financial Services, Inc., where she held roles in the South as well as the Northeast. There, she developed more than 300 financial plans for clients with assets ranging from $500,000 to $1 Billion. Subsequently, she became an advisor on a private wealth management team that managed over $600 million for a few dozen families. Her career began in asset management with Putnam Investments.
Kaitlyn is a CERTIFIED FINANCIAL PLANNER™️ (CFP®), Certified Exit Planning Advisor™️ (CEPA™️), and an Accredited Wealth Management Advisor (AWMA®). Outside of work, she is a spiritual seeker ravenous to understand why we are here and how to make a meaningful life.
Would you like to learn more from Patricia? Visit Your Gift is your Niche to see her latest programs and let her help you discover your niche!