road to growth vinnie enriquez On the New York City Podcast Network

Kaitlyn Carlson – Founder & CEO Of Theory Planning Partners

Play This Episode

0 Votes

In this episode of the Road to Growth podcast we are pleased to introduce you to Kaitlyn Carlson Kaitlyn is the Founder CEO of Theory Planning Partners the first family office built exclusively for the top female entrepreneurs in America After cutting her teeth in asset management Kaitlyn spent the majority of her career at UBS Financial Services where she developed more than 300 financial plans for clients with assets ranging from 500 000 to 1 billion Subsequently she became an advisor on a private wealth management team that managed over 600 million for a handful of families Despite her success at UBS Kaitlyn saw a gap in the market she felt compelled to address business owners particularly women needed holistic support earlier in their entrepreneurial journeys to optimize wealth creation Theory Planning Partners is pioneering this space with a focus on getting more wealth into the hands of women Outside of work Kaitlyn is a spiritual seeker ravenous to understand why we are here and how to forge a meaningful life She resides in beautiful Marblehead Massachusetts with her husband Jake their son Russell and affectionate dog Bacchus In her free time she enjoys exercising reading traveling and sampling new restaurants in and around Boston Learn more and connect with Kaitlyn Carlson by visiting her on Website https www Theoryplanning com Linkedin https www linkedin com in kaitlyncarlson1 Instagram https www instagram com kaitlyn m carlson Be sure to follow us on Twitter Twitter com to growth on Facebook facebook com Road2Growth Subscribe to our podcast across the web https www theenriquezgroup com blog Spotify https spoti fi 2Cdmacc iTunes https apple co 2F4zAcn Castbox http bit ly 2F4NfQq Google Play http bit ly 2TxUYQ2 Youtube https www youtube com channel UCKnzMRkl-PurAb32mCLCMeA view as subscriber If you are looking to be a Guest on Podcasts please click below https kitcaster com rtg For any San Diego Real Estate Questions Please Follow Us at web www TheEnriquezGroup com Youtube https www youtube com channel UCKnzMRkl-PurAb32mCLCMeA or Call 858 -345 – 7829 Recently reduced properties in San Diego County Click bit ly 3cbT65C Here Click here to visit this podcast episode

Listen to our podcast on podcasting success!