Caitlin Fastiggi, Cfp®, Cpwa®, Eca
About Caitlin Fastiggi, Cfp®, Cpwa®, Eca
Caitlin Fastiggi is a Lead Financial Planner with expertise in managing the financial affairs of high-net-worth individuals, focusing on home purchases, trusts, insurance, and life event planning.
Caitlin Fastiggi Lead Financial Planner
Caitlin Fastiggi serves as the Lead Financial Planner. She holds the prestigious credentials of Certified Financial Planner (CFP) and Certified Private Wealth Advisor (CPWA), which reflect her extensive knowledge and proficiency in financial planning and wealth management. Caitlin's commitment to her role is evident in her dedication to helping clients achieve their personal financial goals.
Caitlin Fastiggi Professional Experience
Caitlin Fastiggi has accumulated over a decade of professional experience specializing in financial planning and wealth management for high-net-worth individuals. Her expertise encompasses a wide range of services including assistance with home purchases, establishing and managing trusts, insurance solutions, and comprehensive planning for significant life events such as family expansion or business initiation.
Caitlin Fastiggi Certified Financial Planner
As a Certified Financial Planner (CFP) and a Certified Private Wealth Advisor (CPWA), Caitlin Fastiggi leverages her in-depth training to provide high-quality financial advisory services. These certifications confirm her ability to deliver sophisticated wealth management strategies to clients with substantial and generational wealth.
Caitlin Fastiggi Financial Planning Services
Caitlin Fastiggi offers a broad array of financial planning services tailored to high-net-worth individuals. Her work focuses on assisting clients with essential financial decisions including home purchases, trust establishment, insurance planning, and strategizing for major life events. Caitlin takes a personalized approach to ensure that her clients' financial goals are met efficiently and effectively.
Caitlin Fastiggi Commitment to Client Goals
Caitlin Fastiggi is passionate about financial planning and takes great pride in helping her clients achieve their personal financial objectives. Her approach is client-focused, working closely with each individual to understand their unique needs and goals. Caitlin's enthusiasm is driven by her desire to see her clients succeed and secure their financial future.