Kaitlin Gakstatter, CFP®

Kaitlin Gakstatter, CFP®, is a dedicated professional at Oley Kinser Concierge Wealth, LLC, committed to achieving lasting financial confidence for clients and their families through personalized financial planning, portfolio management, and exceptional service.

Having studied Certificate in Financial Planning at Florida State University and Bachelor of Science in Economics at the University of Oregon, Kaitlin brings a strong educational background to her role.

With a wealth of experience, Kaitlin has served in various capacities including as a Senior Wealth Advisor at Oley Kinser Concierge Wealth, LLC, President at City Sights Eyewear, Vice President Operations at In Style Eyes, Financial Services Representative at Foresters Financial Services, Inc., and intern roles at EDCO and CiviData.

Kaitlin holds securities through Raymond James Financial Services, Inc., is a member of FINRA/SIPC, and offers investment advisory services through Raymond James Financial Services Advisors, Inc. Oley Kinser Concierge Wealth operates independently of Raymond James Financial Services.

Committed to managing clients' ongoing financial prosperity and risk proactively, Kaitlin and the team at Oley Kinser Concierge Wealth prioritize understanding and meeting the unique needs of each client, caring for them like family.