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Kaytlin Hall, MFP®

Investment Advisor Representative

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BIO

Kaytlin Hall holds a B.S. Degree in Finance from Roger Williams University in Bristol, Rhode Island, and an MBA in Financial Planning from California Lutheran University.

 

Born and raised in West Los Angeles, Kaytlin discovered her love for sailing at an early age. As an avid racer and esteemed member of the California Yacht Club in Marina Del Rey, Kaytlin's passion for the sport eventually led her to earn the prestigious title of collegiate All-American Sailor during her university years. Today, she continues to showcase her passion for competition and teamwork in the world of finance. 

 

Kaytlin's professional journey intertwines her financial acumen with her dedication to working with others to achieve compounded goals. As a trusted advisor, she specializes in guiding professional women and families through the complexities of financial planning.  Kaytlin approaches every endeavor with unwavering enthusiasm and dedication, ensuring her clients navigate their future with confidence. Understanding the unique challenges and opportunities faced by her clients, Kaytlin provides tailored strategies that align with their aspirations and goals. As a proud mother who works hard to balance a busy work schedule while still being involved with her children’s school and extracurricular activities, Kaytlin strives to empower working moms to spend as much time with their families as possible. Being a professional woman can be a challenge, but Kaytlin helps lighten the load for countless doctors, lawyers, and executives. As young families begin to grow, Kaytlin enjoys steering them past financial burdens such as private school, travel sports, family protections, pet ownership costs, planning family vacations, saving for college, and so much more.

 

Having spent the majority of her life in Santa Monica, it’s no surprise that Kaytlin has been with Gerber Kawasaki for over a decade. Beyond her professional commitments, Kaytlin cherishes moments spent with her two young boys, sailing, baking, and exploring new destinations around the world. As a lover of animals, she frequently lends her support to the Shelter Transport Animal Rescue Team (START). Most recently, Kaytlin has put forth a tremendous effort toward rebuilding the California Yacht Club after it recently burned down.

CA Insurance Lic:#0H47202

Designation Disclaimers

The Master Financial Planner MFP ® Professional ™ qualification is designed to equip managers with the financial skills required to make an important contribution to the development and maintenance of the financial function within organizations of all sizes. The Master Financial Planner Professional™ Program , examines innovative financial approaches that strengthen measurement, communication, and implementation of strategic plans. Participants develop a deeper understanding of a company's economics – from markets and competition to financial performances and strategy. Most importantly, attendees can leave the program prepared to leverage their organization's financial position for maximum corporate gain.

Candidates must meet one of the following prerequisites: qualifying accredited degree in the relevant area of expertise from an ACBSP-, AACSB-, ABA- or CHEA-recognized program; completion of GAFM-approved accredited training program; or CPA, accounting license, law license, MBA, MS, PhD, DBA or JD from an accredited school or organization Additionally, the candidate must have a minimum of three years of related work experience ad complete 15 hours of continuing education a year.

 

https://www.finra.org/investors/professional-designations/mfp

MEDIA

May 7, 2024

Kaytlin Hall - Proactive Steps For Mothers | Gerber Kawasaki

Mother’s Day is a perfect time to evaluate your financial situation. If you’re a mother who’s looking to take over your finances, here are ten important steps provided by GK Financial Advisor Kaytlin Hall.

April 30, 2024

Kaytlin Hall - Planning For College | Gerber Kawasaki

Gerber Kawasaki Investment Advisor Kaytlin Hall and Estate Planning Attorney Natasha L. Carroll-Ferrary joined forces to discuss the best ways to financially prepare before sending your kids to college. You may know about 529s, but what other tools are there to help plan for college costs? Tune in to find out!

March 7, 2024

Kaytlin Hall - The Cost of Cuddles | The Baroo Podcast

Navigating the financial landscape of pet ownership can be a challenge.  In this episode we chat about the financial cost of being a pet parent with financial advisor Kaytlin Hall of Gerber Kawasaki and Investment Management.

August 25, 2023

Navigating Kindergarten Choices: A Guide to School Selection and Funding - Kaytlin Hall

In this article, Investment Advisor Representative, Kaytlin Hall, navigates the intricate process of choosing the right kindergarten, while likening it to the complexities of college selection. Kaytlin breaks down the diverse schooling options—public, private, charter, and more—while delving into funding avenues like the 529 Plan, Coverdell Account, and UTMA Account, helping families navigate this crucial decision. If you are looking for more information on education savings accounts, reach out today!

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