Wealth Management Associate
Focus
Calin’s primary focus is on assisting our Advisors with creating a comprehensive investment plan that is tailored to our client’s individual investment goals and needs. She is passionate about building strong client relationships and helping clients achieve their ideal quality of life.
Calin is a CFP® professional.
Background and experience
Calin grew up in Colorado and attended the University of Colorado Boulder, where she got her Bachelor of Science degree in Finance. Because of her passion for investment planning, she decided to take her program’s optional track in Personal Financial Planning which led her to pursue an internship with Trailhead. She joined the Trailhead team full-time as a Wealth Management Associate upon graduation.
Away from the office
Calin loves to spend her free time in the water, whether that’s swimming, on a paddleboard or in the ocean. She loves to travel, read, and enjoys spending time with her cat, Dexter. One of her passions is cooking and she always enjoys finding new recipes to try in the kitchen.