Kaitlyn Haney, CFP®

Kaitlyn Haney, CFP®

Email: khaney@fortpittcapital.com

FOCUS

As a Financial Advisor, Kaitlyn helps guide clients to achieve their short and long-term financial goals by developing a detailed financial plan, implementing changes to that plan, and monitoring their ongoing success.

CAREER HIGHLIGHTS

Kaitlyn joined the firm soon after graduating from Penn State Behrend. In March of 2020, she became a lead Client Relationship Specialist where she coordinated the service work of her team and their clients. Later that year she successfully passed her CFP^® exam, becoming a CFP^® professional in June of 2021.

EDUCATION

Bachelor of Science in Finance, Penn State Behrend
Bachelor of Science in Accounting, Penn State Behrend

PERSONAL

Kaitlyn grew up just south of Pittsburgh. Outside of work, she is usually spending time with family and friends, enjoying a yoga class, or picking up a new book.

Talk With Our Team

 

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The achievement of any professional designation should not be construed as a guarantee that a client will experience a certain level of results or satisfaction if Fort Pitt is engaged, or continues to be engaged, to provide investment advisory services.