Kailee Ostroski, CFP®

Kailee Ostroski, CFP®, has a diverse work experience spanning several industries. Kailee began their career as a Bank Teller at Wells Fargo from May 2008 to August 2009. Afterward, they transitioned to education and worked as a Social Studies Teacher at Simsbury High School from June 2011 to June 2016. In 2016, Kailee made a career change and joined Connecticut Wealth Management, LLC as a Financial Advisor, where they provided independent and objective fee-based financial planning and investment advisory services. Kailee held this position until January 2022 when they were promoted to Director of Operations. In January 2022, they further advanced their role within the company and became a Partner & Chief Operating Officer.

Kailee Ostroski, CFP®, has a strong educational background in both curriculum and instruction as well as secondary education and teaching. Kailee obtained a Master of Arts (M.A.) degree in Curriculum and Instruction from the University of Connecticut in 2010-2011. Prior to that, they completed a Bachelor of Science (B.S.) degree in Secondary Education and Teaching from the same university in 2006-2010. Additionally, Kailee Ostroski also holds a Bachelor of Arts (B.A.) degree in History from the University of Connecticut, which they completed in 2006-2010.

In terms of certifications, Kailee Ostroski has obtained several notable ones. Firstly, they are a Certified Financial Planner (CFP) according to the CFP Board, a certification they obtained in August 2019. Secondly, they hold the Series 65 - Uniform Investment Adviser certification from the Financial Industry Regulatory Authority (FINRA), which they obtained in December 2016. It is also mentioned that they have a Provisional Educator Certificate from the State of Connecticut, but specific details regarding its attainment are not provided.