I am excited to be joining Alaska Wealth Advisors as an Associate Financial Advisor. I found a passion for financial planning during college at Central Washington University. Central boasts one of the few bachelor’s programs that meets the educational requirements to sit for the Certified Financial Planning Board of Standards, Inc. accreditation examination. After years of academia and graduating with a BS in Business Administration with the Personal Financial Planning Specialization I was ready to start my career in finance. I am currently working towards fulfilling the requirements to achieve the CERTIFIED FINANCIAL PLANNER™ certification.
Upon returning home to Alaska I progressed from a coordinator role to an Associate Financial Advisor with an investment program at a local credit union. It has been fulfilling to apply the foundation of my education to building my investment knowledge and financial planning skills. I am thrilled to be joining this team that provides personalized solutions and strategies to each clients’ unique circumstances and aspirations. I look forward to growing with this dedicated team, building client relationships, and contributing to the community.
Outside the office I participate in several non-profit organizations including a personal favorite, Special Olympics of Alaska, and as a board member/player with Anchorage Women’s Hockey League. I appreciate all the outdoors the state has to offer, especially through the world-class trail systems. You can frequently find me enjoying various activities including biking, hiking, skiing, hockey, running and more (usually alongside my dogs).
I look forward to meeting you in the office or seeing you on the trails.
Caitlin Gohr
Associate Financial Advisor
Certified Financial PlannersTM (CFP®) are licensed by the CFP® Board to use the CFP® mark. CFP® certification requirements include: Bachelor’s degree from an accredited college or university, completion of the financial planning education requirements set by the CFP® Board (www.cfp.net), successful completion of the CFP® Certification Exam, comprised of two three-hour sessions, experience requirement: 6,000 hours of professional experience related to the financial planning process, or 4,000 hours of Apprenticeship experience that meets additional requirements, successfully pass the Candidate Fitness Standards and background check, agree annually to be bound by CFP® Board’s Standards of Professional Conduct, and complete 30 hours of continuing education every two years, including two hours on the Code of Ethics and Standards of Professional Conduct.
Alaska Wealth Advisors is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about Alaska Wealth Advisors’ investment advisory services can be found in its Form ADV Part 2, which is available upon request. The statements above were made by current clients.
