Caitlin Smith

Sr. Client Service Specialist


Caitlin believes in providing high level customer service and gains great satisfaction assisting our clients along their wealth management journey. Caitlin was born and raised in Sacramento, later moving to Santa Barbara. There she attended Westmont College and earned her bachelor’s degree in Biology, before pivoting into financial services. In her free time, Caitlin enjoys reading fantasy books and watching hockey

Santa Barbara

222 East Carrillo Street
Suite 400
Santa Barbara, California 93101

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