Specialties
About Me
Katlyn Orton is a wealth advisor based in Tampa Bay, Florida, specializing in comprehensive financial planning for high-earning women, business owners, and families navigating major life transitions.
With a background in retirement income planning and divorce financial analysis, Katlyn helps clients protect what they’ve built, reduce taxes, and create long-term wealth strategies rooted in clarity and confidence. Her approach combines technical expertise with a deep understanding of the emotional side of money, particularly for women who are stepping into greater financial responsibility or leadership. Katlyn holds the Retirement Income Certified Professional (RICP®) and Certified Divorce Financial Analyst (CDFA®) designations. She is fully investment licensed and brings over six years of experience helping clients align their financial decisions with their long-term goals. She is especially passionate about empowering successful women to move from earning well to building lasting wealth. Outside of her practice, Katlyn is a mother, community leader, and advocate for financial education in the Tampa Bay area.
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Interests & Hobbies
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Always free for clients.
Credentials
CDFA, RICP
Chartered Designations
What do these credentials mean?
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Disclosures
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC) (long-term care insurance), Northwestern Mutual Investment Services, LLC (NMIS) (investment brokerage services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (investment advisory and trust services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. Katlyn Orton is an Insurance Agent of NM and NLTC, a Registered Representative of NMIS, and an Advisor of NMWMC. There may be instances when this agent represents companies in addition to NM or its subsidiaries.