Broker Check
Kristen Heller, CSRIC®

Kristen Heller, CSRIC®

Financial Advisor

Kristen is involved with everything from paraplanning to product research, all while studying for her CFP® designation, which she plans to utilize in her focus of behavioral finance and coaching.

Kristen takes the lead on Foundational Planning and lends her extensive knowledge on Socially Responsible Investing and equity compensation. 

See her BIO here.

To schedule a meeting with Kristen, visit

Download her contact card here.