- B.S. in Finance (Financial Planning), San Diego State University
- CERTIFIED FINANCIAL PLANNER™ Professional
Kayla Sabbagh is a Senior Analyst at Wealthstream Advisors, Inc. where she supports advisors in creating individualized and comprehensive financial plans that include investment strategy, tax planning, estate planning, and insurance analysis. Kayla is passionate about uncovering a client’s full financial and personal picture to create the most effective and cohesive financial strategy.
Prior to joining Wealthstream Advisors, Kayla was an Onboarding Specialist at Vanguard where she worked closely with advisors and deepened her analytical and operational skills. Her experiences building relationships with a large and varied client base has given her expertise in customizing financial strategies. This led Kayla to pursue an opportunity with Wealthstream where she can use a heavily researched and holistic approach to help clients reach their goals.
Kayla is a graduate from San Diego State University where she attended the Fowler College of Business and earned her bachelor’s degree in financial planning.
Kayla grew up in Southern California and is excited to continue her career in New York. Outside the office, Kayla enjoys exploring the city with friends and family, practicing guitar, playing tennis and reading.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
