Moscow, ID
Kaitlin Jones
Principal & Senior Wealth Advisor
Kaitlin Jones is an experienced financial advisor with over 13 years in tax, retirement, estate, and financial planning. Kaitlin became a financial advisor because she enjoys understanding the unique puzzle of each client’s situation and working out the most elegant solution to meeting their financial needs. She is passionate about teaching clients about the intricacies of the financial world and helping them build a practical plan to achieve their financial and life goals. Kaitlin’s passion centers around not just creating a client’s plan, but helping them to understand the complex individual pieces of that plan in a straightforward and app...
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Experience
Northstar Financial Management, Inc.
8 years
HRC Wealth Management
5 years
Qualifications
Whitworth University
Speech Communications, BA
Montana State University
Family Financial Planning, MS
CERTIFIED FINANCIAL PLANNER® Practitioner
CFP®
Enrolled Agent
EA
Specialities
Financial planning
Retirement planning
Tax planning
Tax preparation
Estate planning
Risk management
Behavioral finance
Disclaimer: Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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