Embrace Your Mid-Year Financial Checkup

Participants will learn:

• Creating your money story
• Revisiting your financial goals
• Conquer your paper tiger

Kristie is a Certified Financial Planner and Wealth Advisor.  She creates financial transformations to help her clients thrive.  She looks at each clients’ financial situation like a unique puzzle and knows one approach won’t work for every problem.

Since 2000, Kristie has deliberately chosen to work as a Registered Investment Advisor because it aligns her interests with clients’ needs. 

Kristie graduated from California State University, Fresno, in 2000, with a Bachelor of Arts in Mass Communication and Journalism. She attained her CFP before the age of 40, too—less than 5% of first-time CFP holders are women under the age of 40. She holds her California life and health insurance licenses and has been a Certified Estate Planner since January 2014.

When she’s not at work, Kristie loves traveling, snowboarding, scuba diving and spending time with her husband, Shane.