Katelynn Toth Email
Associate Advisor @ Avier Wealth Advisors
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Katelynn Toth Location
- California, United States
Katelynn Toth Work
- 2024 -now Associate Advisor @
- 2023 -2025 Executive Director @
- 2021 -2024 Associate Financial Advisor @
- 2021 -2023 Shift Supervisor @
- 2021 -2021 Private Wealth Management Intern @
- 2020 -2021 Barista @
- 2018 -2018 Summer Intern @
Katelynn Toth Education
- The American College of Financial Services
CERTIFIED FINANCIAL PLANNER™ Education (Financial Planning and Services)
2022-2023 - Western Washington University
B.A. Financial Economics
2018-2021 - Universidad ICESI
Direct Exchange in Cali, Colombia
2019-2019 - Golden Gate University
M.S. Taxation (Tax Law/Taxation)
2024
Katelynn Toth Skills
- Spanish
- Microsoft Office
- Google Suite
- Digital Marketing
- Social Media
- English
- Microsoft Word
- Financial Planning
Katelynn Toth Summary
- Katelynn Toth, based in California, United States, is currently a Associate Advisor at Avier Wealth Advisors. Katelynn Toth brings experience from previous roles at Anchorage Estate Planning Council, Alaska Wealth Advisors, Starbucks and Alaska Permanent Capital Management Co. Katelynn Toth holds a 2022 - 2023 CERTIFIED FINANCIAL PLANNER™ Education in Financial Planning and Services @ The American College of Financial Services. With a robust skill set that includes Spanish, Microsoft Office, Google Suite, Digital Marketing, Social Media and more. Katelynn Toth has 2 emails on RocketReach.
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