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Kaitlyn Laney, CFP®

Private Wealth Advisor

A California Bay Area native, Kaitlyn Laney earned a bachelor’s degree in Business Finance from the WP Carey School of Business at Arizona State University (ASU) where she was also on the Division 1 water polo team as the starting goalie.  Seeing first hand how the lack of planning and education can impact lives via a personal family tragedy she concluded that she would dedicate her career to helping families navigate the financial landscape, with the goal of avoiding the mistakes her own family had made.  After over a decade with major financial institutions including Vanguard and Fidelity, she realized that there was more out there than the transactional world offered her clients and she began her search for a Fiduciary model that would encompass multi-disciplinary planning (tax, legal, asset protection, etc).  Beyond just helping her clients to address investment decisions, Kaitlyn knew that she cared deeply about helping them reach their short and long-term goals, both personal and financial.  It is that shared vision and belief that brought her to Silverhawk Private Wealth.

Kaitlyn is a Certified Financial Planner® (CFP®) and brings a tremendous amount of experience and heart to the Silverhawk team.  Dedicated to customer service, Kaitlyn enjoys educating her clients about all potential financial possibilities.  Failing to plan is planning to fail, and with Kaitlyn’s help her clients benefit from a having a portfolio designed to weather all types of market conditions. She has special interest in financial planning and financial advice for women. 

Having both been D1 athletes at ASU, Kaitlyn and her husband Max live an active lifestyle and enjoy spending time outdoors with their miniature poodle, Brody.  Together they support multiple nonprofits and charitable organizations focused on their shared passion for helping under privileged children.

To learn more about how Kaitlyn can help you meet your financial goals, contact her at 480.246.3311 or Kaitlyn@silverhawkfinancial.com.

Come and Work with Us

Contact Information

Silverhawk Private Wealth – Headquarters
21090 N. Pima Road
Scottsdale, AZ 85255

 

Irvine Office
949.207.6036

 

Seattle Office
1601 5th Ave Suite 1100
Seattle, WA 98101