Investment & Planning

Kajsa Askins

Kajsa Askins


After graduating with a degree in international business from the University of California, San Diego, Kajsa left her native San Diego to teach English to primary school students in Madrid. Upon her return to the States, Kajsa joined Gurtin Municipal Bond Management’s New Accounts Team as a client service associate focusing on complex accounts and account transitions. She later moved to Los Angeles in order to experience the excitement of living in a new city without having to stray too far from home.

As a member of Westmount’s Associate Team, Kajsa works closely with advisors in several capacities, including client service, trading, financial planning and investment analysis. In this role, she also acts as a liaison between clients and their advisors, responding to client questions and requests as needed.

Outside the office, Kajsa enjoys photography, attending concerts around town and taking road trips along California’s Central Coast. An avid dog lover, Kajsa was an active volunteer with various animal shelters throughout San Diego and continues to be a vocal advocate for shelter adoptions.