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Kaitlin Y
CFP®
Houston, TX
Schaeffer Financial LLC
Kaitlin Yardley is a CFP® professional with 14 years of experience, currently serving as part of the team at Schaeffer Financial LLC in Houston, TX. She has been with Schaeffer Financial since 2014. Schaeffer Financial serves individuals and families, with a particular focus on federal government employees and foreign nationals holding G-IV visas. The firm provides financial planning, portfolio management, and access to independent third-party portfolio managers, using a process that begins with goal-setting and risk assessment and emphasizes diversified asset allocation and risk management.
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