Caitlin M. BeLow CFP®
Financial Planning Analyst
Education

BS, Finance, Eastern Illinois University

Professional Certifications

CERTIFIED FINANCIAL PLANNER™ certificant

Personal

Enjoys adventurous outdoor activities, cozying up during thunderstorms, baking, reading, and would rescue every dog in the world if she was able.

Caitlin M. BeLow

As a Financial Planning Analyst, Caitlin M. BeLow collaborates with the Financial Planning team to provide objective advice to high net worth and ultra-high net worth clients in the areas of cash flow and retirement planning, estate planning, risk management and charitable giving.

Prior to joining Altair in September 2018, Caitlin was a Sr. Registered Wealth Management Associate for US Bancorp Investments and prior to that she worked for Lincoln Financial Advisors as a Financial Planning Manager.

Caitlin is a CERTIFIED FINANCIAL PLANNER™ and completed her education at Eastern Illinois University’s Lumpkin School of Business, earning a degree in Finance with a concentration in personal financial planning.

In her spare time, she enjoys reading suspenseful mystery novels, baking, fishing, camping, and watching the Wheel of Fortune with her fiancé. Caitlin and her fiancé, Anthony, currently reside in the northwest suburbs of Chicago with their extremely energetic German shorthaired pointer, Benelli.