As a financial advisor at Equitable Advisors since 2021 and co-founding partner at Arden Wealth Partners, Caitlyn Reed works with clients to help bring clarity and organization to their financial lives by creating holistic financial plans that align with their goals. She focuses on building a trusting relationship to carry her clients through all phases of life while providing the highest level of service.
Before founding Arden, Caitlyn worked in a boutique wealth management firm performing investment research that influenced a desire to provide a personalized client experience and precise management. Caitlyn is a graduate of the University of California, Davis, where she earned a BA in Economics and studied Accounting. She holds a Credentialled Holistic Financial Coach designation from Columbia University’s Teachers College.
While having family roots in the Bay Area, Caitlyn currently lives in San Diego with her fiancé and mini–Australian Shepherd, Mindy. They spend their time taking advantage of the state's coastline and mountains and will eat their way through any of the amazing countries they are fortunate to visit.