Kailie Abascal (CFP®)

Kailie Abascal focuses in the
following client markets or areas of practice:

  • Retirement Planning & Distribution Rules
  • Tax Planning
  • Women's Financial Planning Issues

Planning Specialties

Kailie Abascal is a Certified Financial Planner®. Her favorite part of her job is brainstorming with her clients to help define and clarify their goals, and then work collaboratively to develop and implement the strategies to achieve them – whatever those goals may be! Before moving back to Vancouver to join her family-owned fee-only financial planning firm, Kailie was a member of a team of five women CFP® professionals at a firm based out of Anchorage, Alaska. Working with a team of women, she learned the real benefit of collaborating on such a taboo topic as money. Kailie’s passion for personal financial planning started when she and her husband lived and worked in Oaxaca, Mexico after college. Together, they have set personal goals and implemented plans that have allowed them to live in three countries and both coasts of the US, while still pursuing their individual career paths. She works with her clients to help them think creatively about how they too can go wherever their dreams may lead.

 

Additional Information

Work Experience

  • Middleton & Company, Financial Planner 2018 – Present
  • Alaska Permanent Capital Management, Associate Financial Planner 2016 – 2017
  • Alaska Trust Company, Investment Analyst 2014-2016
  • Limoges Investment Co., Associate 2014
  • Council of the Americas, Associate 2013-2014
  • Center for Latin American and Caribbean Studies, Grant Reporter 2011-2013

 

Education

  • Certified Financial Planner®
  • New York University, MA Latin American and Caribbean Studies
  • University of Washington, BA Spanish Language & Literature, BA International Studies: Latin America

NAPFA Start Date

July 11, 2014

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This Office

1111 Main St Ste 630 Vancouver, WA 98660-2978 Phone: (360) 524-3517 Fax: (360) 694-2802