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Caitlin M. BeLow, CFP©

Caitlin M. BeLow, CFP©

Financial Planning Manager

"Financial planning has always been my passion. I have always been eager to apply my skills and knowledge from past schooling and experiences in the financial planning world. As a client-oriented employee, I feel it is extremely important to ensure the client has the best financial planning experience possible and that they receive an extraordinarily high level of service."

Caitlin's academic program at Eastern Illinois University has prepared her well for a career in this industry - she graduated from the Lumpkin School of Business with a bachelor's degree in finance. More specifically, she concentrated on financial planning, and completed all the courses required to take the CFP® Certification Examination, which is her ultimate career goal.

At DeRose Financial Planning Group, Caitlin helps with designing customized and comprehensive plans that are unique for each client’s specific needs. Some of the specific job responsibilities include inputting data and design strategies for financial plans, and updating existing plans for annual reviews. She also is responsible for preparing implementation schedules and incorporating recommended strategies to tailor the specific needs of each client.

Caitlin is a CERTIFIED FINANCIAL PLANNER™, she currently holds her Illinois Life and Health Insurance Licenses, Series 7 License and Series 66 License.