Kristin is a Certified Financial Planner with over 20 years of comprehensive financial planning experience. Kristin’s expertise is in high level financial planning, including asset management, risk management, wealth transfer, estate, tax, and retirement planning.

Prior to joining Personal CFO Solutions, Kristin spent 23 years working in the financial counseling industry for a world leading investment banking and wealth management firm. Throughout her career, she has enjoyed helping many high net worth individuals and their families obtain their financial objectives.

Kristin earned her BS and MBA in Finance from Montclair State University. She lives in Caldwell, NJ with her husband, two children and Golden Retriever. Kristin enjoys spending time with her family at the beach, watching her son play lacrosse, her daughter dance and has found a love of riding on her Peloton bike.

Other Services

Comprehensive Financial Planning

Investment Management

Retirement Planning

Corporate Relationships