Katelynn Toth, Cfp®
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Katelynn Toth, Cfp® Email & Phone Number

Financial Advisor | Connecting Tech Families with Their Goals at Avier Wealth Advisors
Location: Anchorage, Alaska, United States 7 work roles 4 schools
1 work email found @apcm.net LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 86%

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Current company
Avier Wealth Advisors
Role
Financial Advisor | Connecting Tech Families with Their Goals
Location
Anchorage, Alaska, United States
Company size
13 employees

Who is Katelynn Toth, Cfp®? Overview

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Quick answer

Katelynn Toth, Cfp® is listed as Financial Advisor | Connecting Tech Families with Their Goals at Avier Wealth Advisors, a company with 13 employees, based in Anchorage, Alaska, United States. AeroLeads shows a work email signal at apcm.net and a matched LinkedIn profile for Katelynn Toth, Cfp®.

Katelynn Toth, Cfp® previously worked as Associate Advisor at Avier Wealth Advisors and Executive Director at Anchorage Estate Planning Council. Katelynn Toth, Cfp® holds M.S. Advanced Financial Planning, Tax Law/Taxation from Golden Gate University.

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Email format at Avier Wealth Advisors

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{first}@apcm.net
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AeroLeads found 1 current-domain work email signal for Katelynn Toth, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Katelynn Toth, Cfp®

I thrive in spaces where I can help people help themselves. The opportunity to help relieve one of life's greatest anxieties, financial wellness, is both invigorating and rewarding. I'm known as curious, a self-starter, quick learner and foremost a team player. When I'm not in the office jockeying financial planning software and spreadsheets, I love getting outdoors and enjoying the best of Alaska via hiking, mountain biking, and kayaking. My greatest hobbies include travelling, and riding horses in the hunter/jumper discipline. On top of loving the sport itself, I invest time back into the Alaskan equestrian community by serving on local boards since the community is, essentially, a second family to me.Please don't hesitate to reach out if you'd like to connect, I love meeting people and getting to know what makes you unique!Disclaimer: The content posted to this page is for illustrative purposes only. Individual situations may vary. Please consult your advisor to determine if the scenarios discussed on this page are right for you. Investment Advisory services offered through Avier Wealth Advisors.

Current workplace

Katelynn Toth, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Avier Wealth Advisors
Avier Wealth Advisors
Financial Advisor | Connecting Tech Families with Their Goals
bellevue, washington, united states
Website
avieradvisors.com
Employees
13
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7 roles

Katelynn Toth, Cfp® work experience

A career timeline built from the work history available for this profile.

Associate Financial Advisor

Alaska Wealth Advisors

Anchorage, Alaska, United States

  • Mastery of core financial planning topics including retirement, estate planning, tax, and risk management.
  • Presenting clients with timely and digestible financial market and economic insights, and how they apply to their unique circumstances.
  • Serving as lead on two internal committees that provide firmwide improvement to current financial planning processes and procedures.
  • Championing annual webinars that prioritize financial education for young adults.
  • Maintaining a complex workload with varying tasks and autonomy.
Dec 2021 - May 2024

Private Wealth Management Intern

Alaska Permanent Capital Management Co

Anchorage, Alaska, United States

  • Gained core knowledge of the financial planning industry and investments
  • Obtained knowledge of financial planning topics including budgeting, taxes, risk management, and estate planning
  • Interacted with clients with supervision for onboarding, answering questions, and service requests
  • Adopted proficiency in preparing basic financial analysis and presentation skills
  • Participated in team dynamics
Jan 2021 - Dec 2021

Shift Supervisor

Starbucks
  • Managed a team to encourage positive interpersonal communication and teamwork amongst employees.
  • Provided food and beverages efficiently and accurately to customers.
  • Maintained clean and organized work environments in accordance with company policies.
  • Monitored inventory and cash balancing during each shift.
Jan 2021 - Jan 2023

Barista

Starbucks

Eagle River, Alaska, United States

Sep 2020 - Jan 2021

Summer Intern

United States Senate

Washington D.C. Metro Area

  • Shadowed Senator Murkowski to committee hearings, press conferences, and meetings with constituents, other legislators, and the executive branch
  • Conducted legislative research, produced professional memorandums and presented findings to staff
  • Created executive summaries of committee hearings for later use and archiving
  • Prepared and distributed mail to constituents on behalf of the Senator
Jun 2018 - Jul 2018
Team & coworkers

Colleagues at Avier Wealth Advisors

Other employees you can reach at avieradvisors.com. View company contacts for 13 employees →

MF Marisol Fung, Cima® Marisol Fung, Cima® Colleague at Avier Wealth AdvisorsUnited States, United States View → RD Raphael De Ocampo, Cfp® Raphael De Ocampo, Cfp® Colleague at Avier Wealth AdvisorsSeattle, Washington, United States, United States View → KB Kaitlynn Burnett, Fpqp® Kaitlynn Burnett, Fpqp® Colleague at Avier Wealth AdvisorsSeattle, Washington, United States, United States View → CM Chris Moffatt Chris Moffatt Colleague at Avier Wealth AdvisorsBellevue, Washington, United States, United States View → TS Tiffany Shafer Tiffany Shafer Colleague at Avier Wealth AdvisorsSan Diego, California, United States, United States View → PG Pasang Gurung, Fpqp®, Msc Pasang Gurung, Fpqp®, Msc Colleague at Avier Wealth AdvisorsUnited States, United States View → JO Jp Osseward, Cfa, Cfp®, Frm, Caia Jp Osseward, Cfa, Cfp®, Frm, Caia Colleague at Avier Wealth AdvisorsSeattle, Washington, United States, United States View →
4 education records

Katelynn Toth, Cfp® education

Financial Economics

Western Washington University

Minor in International Business Activities & Societies: • President, WWU Equestrian Team • Member, Financial Management Assn. • Finance.

Direct Exchange In Cali, Colombia

Universidad Icesi

Activities & Societies • Member, Finance and Investment Club • TA, English Conversation Club

FAQ

Frequently asked questions about Katelynn Toth, Cfp®

Quick answers generated from the profile data available on this page.

What company does Katelynn Toth, Cfp® work for?

Katelynn Toth, Cfp® works for Avier Wealth Advisors.

What is Katelynn Toth, Cfp®'s role at Avier Wealth Advisors?

Katelynn Toth, Cfp® is listed as Financial Advisor | Connecting Tech Families with Their Goals at Avier Wealth Advisors.

What is Katelynn Toth, Cfp®'s email address?

AeroLeads has found 1 work email signal at @apcm.net for Katelynn Toth, Cfp® at Avier Wealth Advisors.

Where is Katelynn Toth, Cfp® based?

Katelynn Toth, Cfp® is based in Anchorage, Alaska, United States while working with Avier Wealth Advisors.

What companies has Katelynn Toth, Cfp® worked for?

Katelynn Toth, Cfp® has worked for Avier Wealth Advisors, Anchorage Estate Planning Council, Alaska Wealth Advisors, Alaska Permanent Capital Management Co, and Starbucks.

Who are Katelynn Toth, Cfp®'s colleagues at Avier Wealth Advisors?

Katelynn Toth, Cfp®'s colleagues at Avier Wealth Advisors include Marisol Fung, Cima®, Raphael De Ocampo, Cfp®, Kaitlynn Burnett, Fpqp®, Chris Moffatt, and Tiffany Shafer.

How can I contact Katelynn Toth, Cfp®?

You can use AeroLeads to view verified contact signals for Katelynn Toth, Cfp® at Avier Wealth Advisors, including work email, phone, and LinkedIn data when available.

What schools did Katelynn Toth, Cfp® attend?

Katelynn Toth, Cfp® holds M.S. Advanced Financial Planning, Tax Law/Taxation from Golden Gate University.

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