Caitlyn Salloum, CFP®, AAMS®
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Click here to learn about the Financially Fearless Foundations course for Women
Click here to learn about the Financially Fearless Foundations course for Women
Beyond Caitlyn’s passion for the industry, she values the relationships that are developed through the financial planning process. As a CFP®, she is thorough when establishing and maintaining relationships with clients to ensure each aspect of their life is addressed in a comprehensive plan. She believes it’s imperative to utilize the expertise of others to get the best results possible. Therefore, her team will regularly enlist the knowledge of other trusted professionals such as attorneys, CPAs, real estate agents, and budget specialists to provide necessary guidance for clients based on their unique situations.
We dedicate our extensive industry knowledge to implementing thoughtful financial planning, developing strategies to see you through life’s most important milestones. We are prudent in managing your assets and carefully selecting investments that match your needs and risk tolerance. Our business is serving you and managing your finances in a way that makes you feel confident about your financial future.
We pay attention to the details and design financial plans tailored to each individual client. And we choose to overlook most passing trends in favor of those we feel could give you the best chance of reaching your financial and personal milestones. We believe prudently managed wealth serves as a means to get you where you want to go, and we’re committed to delivering our best advice to help you get there.
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The participating adviser paid no more than $1,000 to be listed on the Purse Strings website. Purse Strings is not a client of the participating adviser. While Purse Strings maintains a listing process, it has a financial incentive to list as many financial professionals as possible to maximize its revenue.
