Broker Check
Caitlin Loera

Caitlin Loera

LPL Financial Planner

caitlin@assetio.com

I can help you transform your relationship with money to one of trust and freedom by delivering customized comprehensive financial plans, designed for your unique needs. 

Over the past three years, I have obtained my securities licenses, and now am head of Financial Planning at AssetIO which builds from my Global Studies BA degree from UC Santa Barbara.

I like to fish, paint, and surf. Serving my community through volunteer work with South Hills Church in Burbank reminds me why I do what I do!