Kayla
McNamara
CFP®
Relationship Manager
Kayla has worked in the wealth management industry for 10 years and brings a deep commitment to helping clients create clarity and confidence in their financial lives. As a relationship manager and wealth advisor at The Wealth Stewards, she works directly with individuals and families to align their financial strategies with their personal goals and values.
Kayla is passionate about guiding clients through life’s transitions and believes financial planning is most impactful when it’s rooted in meaningful, long-term relationships—her favorite part of the work she does.
She earned her Finance degree from Arizona State University and began her career in 2013 with three years at Wells Fargo, where she gained foundational experience in financial services. Kayla lives in Chandler with her husband, José, and their daughters, Elisa and Sophia. In her free time, she enjoys reading, photography, hot yoga and running. She’s currently working toward her long-term goal of completing her first marathon.
Check the background of this investment professional on FINRA’s BrokerCheck.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Education
Bachelor of Science in Finance, Cum Laude
Arizona State University
Certifications/Memberships
CERTIFIED FINANCIAL PLANNER® Professional
Series 7 and 66 Securities Licenses
