Kaitlin R. Nicholis

CFP®

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Kaitlin R. Nicholis

Financial Planning Analyst

Operational Staff

About Kaitlin

Kaitlin is a Certified Financial Planner (CFP®) with over five years of experience in client service and financial planning. As a member of the Marcum Wealth team, she develops comprehensive financial plans tailored to each client’s goals.

Community Involvement

  • Member, Financial Planning Association
Practice Focus

Financial Planning
Retirement Planning
Asset Allocation
Data Analysis

Education and Certifications

Bachelor of Arts, English and American Literature, Cum Laude New York University

Certified Financial Planner (CFP®)