Caitlin HeeryCFP®

What do you value most in your client relationships?

What I value most in my client relationships is the opportunity to become a dependable resource in their life. Whether it’s dealing with their overall financial situation, an estate planning need or just being a sounding board for them; I take pride in being there for my clients.

What sparked your interest in financial planning? What fuels you every day in your work?

I took a round about way into financial planning, starting my career in hospitality. However, after the past ten years in wealth management, I know I am where I belong. Helping people to achieve their idea of financial comfort so that they can focus on the important things of life -their family and well-being – is what fuels me.

When you retire you’re going to…?

When I retire, I hope to continue traveling, playing tennis and enjoying warm weather all year round!

Where did you grow up? Where do you live now?

I grew up in Waldwick, New Jersey; a small town located in Bergen County. I now live in Manahawkin, in the southern part of New Jersey, with my husband, three children and two dogs.