Client Advisory

Biography

Kristen is a Partner and Practice Leader in the Santa Barbara office with over 20 years of experience in the financial services industry. She is dedicated to helping individuals and families achieve financial success by providing expert investment guidance and strategic planning. With a deep understanding of financial complexities, Kristen is committed to making the planning process more accessible and empowering clients.

Prior to joining Cerity Partners, Kristen was a Partner and Advisor at West Coast Financial and also served as a member of the Executive Team. Previously, she cofounded Pivot Independent Financial.

Education

  • B.S. from A. B. Freeman School of Business, Tulane University

Highlights

  • CERTIFIED FINANCIAL PLANNER™

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