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A wealth management firm only succeeds if the people running it do things for the right reasons. |
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Kaitlyn Farr
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Part of the Cartier Financial staff since she was 15 years old, you could say Kaitlyn grew up right alongside the family business. She first began working closely with Cartier Financial clients who she’d known for decades in assisting them with preservation tactics to cover long-term care costs. She eventually became the go-to person for Assisted Living Communities in her area. Doing so allowed her to utilize her passion for making sure those eligible understood the benefits available to them and helped clients she had known for 20+ years ensure they were taken care of.
From there, Kaitlyn moved into overall retirement income planning, helping new clients and existing ones, with the accumulation phase of their lives, including Social Security optimization as they get closer to retirement. Establishing and building the client relationships is the part Kaitlyn enjoys the most about her role. She truly loves piecing together a retirement income plan puzzle for her clients and seeing the big picture come together. Kaitlyn continuously educates herself to better serve the client and is currently working toward earning her Series 65.
Kaitlyn lives by a work hard, play hard approach and takes her role as a financial advisor seriously. Goal-oriented, she’s emphatic about not “selling” anything, instead ensuring her clients are comfortable and they know she’s there to help them see their legacies through. She strives to give them confidence in their financial futures, and has the drive to see them succeed—and sometimes exceed—their goals.
When she’s not assisting clients, you’ll find Kaitlyn spending time with her husband Nick and their two kids, Presley and Maddon. They love camping and fishing, riding bikes on the boardwalk, and spending good quality time together.
From there, Kaitlyn moved into overall retirement income planning, helping new clients and existing ones, with the accumulation phase of their lives, including Social Security optimization as they get closer to retirement. Establishing and building the client relationships is the part Kaitlyn enjoys the most about her role. She truly loves piecing together a retirement income plan puzzle for her clients and seeing the big picture come together. Kaitlyn continuously educates herself to better serve the client and is currently working toward earning her Series 65.
Kaitlyn lives by a work hard, play hard approach and takes her role as a financial advisor seriously. Goal-oriented, she’s emphatic about not “selling” anything, instead ensuring her clients are comfortable and they know she’s there to help them see their legacies through. She strives to give them confidence in their financial futures, and has the drive to see them succeed—and sometimes exceed—their goals.
When she’s not assisting clients, you’ll find Kaitlyn spending time with her husband Nick and their two kids, Presley and Maddon. They love camping and fishing, riding bikes on the boardwalk, and spending good quality time together.
