Kaitlyn is an Associate | Wealth Manager at One Capital Management, LLC, and serves on the Wealth Management Analysis team, preparing wealth forecasts to help clients meet their planning needs. Prior to joining OCM in 2019, she worked at Anthem, Inc. in the Group Retiree Solutions Medicare Advantage marketing division.

Kaitlyn is a Certified Financial Planner™ and enjoys working with clients to help them plan toward their personal financial goals. She earned her Bachelor of Arts in Communication Studies from University of California, Los Angeles, and a certificate in Personal Financial Planning from UCLA Extension.