Meet Kayla
Kayla Newell
Client Operations Associate
Kayla@AlteriWealth.com
805.809.0406
Kayla Newell is an Operations Associate at Alteri Wealth and plays a vital role in keeping the firm’s daily operations running smoothly. With her friendly demeanor, natural attention to detail, and commitment to client care, Kayla helps create the organized, welcoming experience that clients and advisors rely on. She approaches every task with a positive, solutions oriented mindset, making her a trusted resource for both her team and the families Alteri Wealth serves.
Before joining the financial services industry, Kayla built her career in high acuity healthcare environments, where precision, calm under pressure, and reliable follow through were essential. Whether supporting medical teams during fast moving procedures or managing sensitive patient information, Kayla developed strong habits around compliance, accuracy, and clear communication. These experiences shaped her ability to multitask, adapt quickly, and maintain composure in situations where details matter which is a perfect foundation for her work in operations.
Kayla’s background also includes client facing roles in clinical and administrative settings, where she learned the importance of empathy, professionalism, and creating a smooth experience for those she serves. Her blend of technical skill and genuine warmth makes her especially effective in supporting client onboarding, maintaining accurate records, and ensuring operational consistency throughout the firm.
A Thousand Oaks local, Kayla attended Moorpark College. She is passionate about continuous learning and enjoys expanding her skills in both operations and financial services.
Outside of the office, Kayla loves staying active at the gym, reading, and spending quality time with her family, friends, and her husband, Derek. Her upbeat personality, strong work ethic, and dedication to helping others make her a valued member of the Alteri Wealth team.
