Katelyn Schwartz

Katelyn Schwartz, CFP®, is a Financial Planner at Ellevest since August 2023, bringing extensive experience in wealth management and financial advisory roles. Prior positions include Wealth Manager at Aldrich Wealth from May 2022 to March 2023 and Advisor at Vista Capital Partners from May 2018 to April 2022, where Katelyn also served as a Client Service Administrator. Katelyn began the professional journey at UBS as a Client Service Associate from February 2014 to May 2018. Katelyn earned a Bachelor of Science in Psychology from the University of Oregon between 2007 and 2011.