Haven Wealth Management
As a fiduciary, Kristie knows her clients depend on her with their financial futures. Kristie looks at each clients’ financial situation like a unique puzzle. She knows one approach won’t work for every problem; that’s why she takes the time to understand each client. Kristie started her career as a broker at Morgan Stanley. She spent almost 7 years with Ameriprise, where she obtained her Certified Financial Planner designation. Kristie graduated from California State University, Fresno, in 2000, with a Bachelor of Arts in Mass Communication and Journalism. She obtained her CFP® designation (Certified Financial Planner®) in January 2008 — when she was 31, placing her among only five percent of CFPs under the age of 40.