Katlyn Alegria

Helping homeowners and investors take control of their financial future – this is the focus that drives Katlyn every day. She knows firsthand that financial security isn’t just about numbers, it’s about the confidence that comes from being informed to make wise choices now and for years ahead.

Katlyn has more than 10 years of experience as a financial planner, mortgage lender, and stockbroker helping clients navigate major financial decisions and managing their portfolios.

Her approach is supportive, strategic, and direct, helping clients demystifying money matters and setting them up for success. Whether it’s securing a mortgage, creating a smart savings plan, or mapping a path to generational wealth, she personalizes strategies to fit individual goals.

When she’s not helping clients make smart money decisions, Katlyn spends quality time with her husband and children, plays an active role in her community, and loves to travel and enjoy local culinary delights.