Caitlin Innes

Senior Financial Advisor

Caitlin Innes, CFP®, is a Senior Financial Advisor at Vanguard, where they guide clients in achieving their long-term financial goals through personalized strategies and expert advice. A graduate of Texas Tech University with a Bachelor's degree in Personal Financial Planning, Caitlin graduated Summa Cum Laude. Prior to their current role, Caitlin gained experience in various financial advisory positions, including as a Financial Advisor Development Program Participant and a Financial Advisor. Before entering the financial sector, Caitlin served as a Senior Community Assistant at American Campus Communities, supporting students in their transition during college.

Location

Scottsdale, United States

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