Kaitlyn Laney, CFP®️

Financial Advisor

BIO

Kaitlyn Laney is a dedicated Certified Financial Planner serving Greater Scottsdale, Arizona. She emphasizes taking action and avoiding procrastination when advising the individuals, families and small business owners she works with. With more than a decade of experience, she has put countless clients in what she calls “the financial front seat,” – helping them to enjoy their life while ensuring their retirement and legacy are protected.

Born and raised in the Bay Area of California, Kaitlyn draws inspiration from her single mother’s unwavering determination and work ethic. She graduated from Arizona State University – where she was the starting goalie for their DI water polo team – with a degree in finance. She then embarked on a successful career and has worked at Vanguard, Fidelity, and as a successful independent financial advisor.

Kaitlyn specializes in implementing asset allocation techniques that align with her client’s individual circumstances and financial goals. By understanding their risk tolerance, time horizons, and investment objectives, she constructs diversified portfolios aimed at helping her clients achieve their goals. Her knowledge of tax-efficient investment approaches is focused on helping clients keep more of their hard-earned money.

Outside of her professional endeavors, Kaitlyn enjoys her role as a wife to Max and mom to son Landon. She and her family prioritize giving back to their church community. They actively support local Arizona charities, including A New Leaf and the Diaper Bank of Arizona.

“Sharing the mission of Trek Wealth, which is to provide balanced financial solutions and appreciate life’s journey, truly resonates with me. I have been fortunate enough to have experienced the adventure of a lifetime – paragliding through the Swiss Alps of Interlaken with my husband, Max. After that, we made our way up the gondola to Schilthorn for lunch at the famous 007 Piz Gloria where we took in the 360 degree views over coffee. Put a big check mark on that bucket list adventure!”

Kaitlyn Laney, CFP®️

Financial Advisor

BIO

Life is an incredible journey. Let's plan for it today.

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