Kaitlyn Chuong

Client Relationship Manager

As a Client Relationship Manager Kaitlyn is responsible for managing money movement, new accounts, running analytics and client relations. She has worked with Allison for over 8 years.

Kaitlyn is a Client Relationship Manager and holds her securities licenses 66, 7 registrations held through LPL Financial and Insurance License registrations. She graduated from Cal Poly Pomona with an emphasis in Finance, Real Estate and Law. She has worked in the area of financial services for over 16 years.

Prior to joining LPL, Kaitlyn was a Senior licensed associate with Wells Fargo advisors for 10 years. Previous to Wells she worked for Citi/ Smith Barney  

Kaitlyn is married with one child. She enjoys spending time with family and friends. She likes to travel and garden.