Kait Oliveira, CFA, CFP®

  • Clarfeld Wealth Advisor
Photo of Kait Oliveira

Profile

As a Senior Financial Planner, Kait advises high-net-worth families on comprehensive financial planning, which includes investment advisory, estate planning, tax insurance, and retirement strategies that address the unique needs of each family.

Kait carries the Chartered Financial Analyst (CFA®) and Certified Financial Planner (CFP®) designations.  She is regarded for her engaging nature and client-centric, down-to-earth demeanor which serves as the foundation of trust she builds in her client relationships.

Prior to joining the firm, Kait was an advisor at J.P. Morgan Private Bank, where she assisted clients with their wealth management needs.

Kait resides in New York City with her husband, where she is an active member of her community, serving as a member of the Young Leaders Council for the United Way and as an active alumna of Prep for Prep.