Since 2002, it’s been Kristin’s mission to advocate for the financial well-being of each of her clients through a holistic and comprehensive financial planning process. Kristin believes that financial planning isn’t just about building wealth; it’s about enjoying the journey along the way.
As a holder of the Certified Retirement Counselor, CRC® designation, Kristin specializes in retirement planning accumulation and distribution concepts, and counseling based on behavioral finance tendencies, different communication styles and gender/generational considerations.
Kristin resides in Chandler, AZ with her husband (Stu), two active children (Amanda & Brody) and their family puppy (Cooper). When she’s not helping clients, Kristin enjoys spending time with her family, traveling, and watching her kids play sports.
Kristin currently holds her CRC® designation, as well as her Series 7, Series 65, Series 6, Series 63, Series 26, Series 51, Series 24, Life & Health Registrations. She is licensed to do business in CA & AZ as well as a few other states.
Cetera Investors is a marketing name of Cetera Investment Services. Registered Representative offering Securities and Insurance Products through Cetera Investment Services LLC, member FINRA/SIPC, doing Insurance business in CA as CFG STC Insurance Agency LLC CA Insurance license # 0D75812. Advisory services are offered through Cetera Investment Advisers LLC. 1702 E Highland Ave, Suite 204, Phoenix, AZ 85016 (602) 841-2627