Contact Information
Detailed Information
51/100
CFP certified +25Retirement planning +6Estate planning +6Wealth management +6Verified profile +8
Computed by Trading Market Signals from credentials, registrations, planning specialties and profile completeness. Informational only, not an endorsement or investment advice.
Kaitlyn Laney, CFP, is the founder and lead advisor of Laney Wealth Management in Scottsdale, Arizona, serving clients across the greater Phoenix area and nationally. She graduated from Arizona State University with a finance degree and previously worked at Vanguard and Fidelity before launching her own firm. She holds the Certified Financial Planner designation and focuses on retirement planning, Social Security strategy, investment management, and estate considerations for individuals, families, and small-business owners.
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Languages Spoken
English
Licenses & Certifications
CFP - Certified Financial Planner
Fee Structure / Compensation Method
Fee-based