Born and raised in Binghamton, NY, Caity is excited to have the opportunity to give back to her community through financial planning and advising. Whether you are just starting out, preparing for retirement, or estate planning, she is dedicated to helping you protect, grow, and manage your wealth through all phases of life.
Caity’s main objective is to individually help each of her clients meet their specific goals in a way that is unique to their circumstances. She will make sure to always be approachable and available to address all the questions and concerns that might come up over time.
Caity Kuhnen has a high commitment to her clients and profession. After just under 5 years in the business, in addition to various securities registrations held through LPL Financial, she has proudly become a CERTIFIED FINANCIAL PLANNER™, which requires a rigorous 2-year course and passing a national exam. CFP® professionals need to complete 30 hours of continuing education ever year and agree to honor the CFP® Code of ethics to renew their right to use the credential annually.
Outside of the office, Caity enjoys working out, traveling, and trying new foods. Most important to her is spending time with her friends, family, and new puppy, “Chevy”.