CoverProfile

Kaleigh Price

Wealth Planning Analyst

Waldron Private Wealth

United States, Pennsylvania, Pittsburgh

About Me

Kaleigh joined Waldron in 2022 as a member of the Planning Team. For more than 5 years, Kaleigh has been helping entrepreneurs and their families simplify their financial lives. She earned a Finance degree from Temple University, and prior to joining the Waldron team, she served as an independent Financial Advisor. Kaleigh passed the CFP exam in 2020 and is a Certified Financial Planner Professional. At Waldron, Kaleigh works on a multitude of tasks relating to tax planning, estate planning, cash flows, charitable giving, and risk management. Outside of the office, Kaleigh enjoys music, movies, and staying active outdoors with her two dogs, Rocky and Rambo.

Profile Information

Wealth Planning Analyst

Waldron Private Wealth

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Pittsburgh

Pennsylvania

United States

Jun 25, 2024

More profiles to browse

NC
Nick Colaizzi
Investment Strategist
Profile Photo
Brent Meilinger
Investment Analyst
RM
Renee Mendelssohn
Senior Wealth Advisor
Profile Photo
Bobby Pryhocki
Assistant Portfolio Manager

You Might Like

NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
PM
Prtima MISHRA1
Software Engineer
PA TEST