Â
Kaitlyn Laney is a Certified Financial Planner based in Greater Scottsdale, Arizona, with over a decade of experience helping individuals, families, and small business owners achieve their financial goals. Kaitlyn emphasizes the importance of taking action and avoiding procrastination, ensuring her clients are in the “financial front seat”—enjoying life today while securing their retirement and legacy for tomorrow.
Born and raised in the Bay Area of California, Kaitlyn draws inspiration from her single mother's unwavering determination and work ethic. Kaitlyn earned her degree in finance from Arizona State University. She began her career at Vanguard and Fidelity before becoming an independent financial advisor.
Kaitlyn specializes in asset allocation techniques, tailored to each client’s unique circumstances. She also focuses on tax-efficient investment strategies, ensuring her clients keep more of their hard-earned money.
Outside of her professional life, Kaitlyn is a wife to Max and a mom to her son, Landon. She and her family are committed to giving back to their community, actively supporting A New Leaf, the Diaper Bank of Arizona, and their local church.
Â