Cait Little, CFP® CSLP®
Financial Advisor, Certified Student Loan Professional®
“Let’s get you feeling confident & in control of your financial future”
Cait enjoys working with motivated individuals and families to provide strategic solutions for managing their finances. She prioritizes listening first and fully understanding each client’s goals and priorities. What begins as a conversation develops into a manageable, personalized plan tailored to each client’s unique needs. As your Financial Advisor, Cait is available to assist with financial planning for education, retirement, insurance, and investment management so you can achieve what matters most to you.
Click here to schedule a time to meet.
Born and raised in Texas, Cait spent 10 years in the Northeast, where she earned a BA in Sociology from Tufts University and a BFA from the School of the Museum of Fine Arts. Following her first career as an Emmy Award-winning producer for CBS News’ national morning show in New York, Cait transitioned into the financial services industry.
Financial planning is a family affair. Her mother is also a CFP® professional at the firm, and her grandfather was a CFP® professional in Florida. Cait and her husband, Sam, recently welcomed their first child, a baby girl who has quickly become the center of their world. They are also proud pet parents to their black lab mix, Hudson.
In addition to her CFP® certification, Cait holds the FINRA SIE and Series 7, 63, and 65 securities registrations through Lincoln Investment, as well as the CSLP® designation for student loan planning and Life and Health Insurance licenses in Texas.