Kaitlyn Plourde, CFP®

Kaitlyn is a graduate of the University of California, Los Angeles. From an operations standpoint, she ensures the office is running at optimum efficiency in manners relative to technology, marketing, planning and administration so we can always serve our clients with excellence. Kaitlyn prepares, in professional and high quality format, retirement and financial independence analyses, and recommendation and proposal packets presented to clients. Kaitlyn has been working with Ira for 6.5 years and manages the insurance division of his practice in addition to helping Alicia on the investment side.