Kaitlin Jones (CDFA, CFP®, EA)
Kaitlin Jones focuses in the
following client markets or areas of practice:
- College/Education Planning
- Divorce Planning
- Entrepreneurs
- Financial Psychology/Coaching
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- College/Education Planning
- Divorce Planning
- Entrepreneurs
- Financial Psychology/Coaching
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
NAPFA Start Date
February 09, 2021