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 on behavioral finance and coaching.

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

See her BIO here.

To schedule a meeting with Kristen, visit https://calendly.com/planningforgood-kristen

DOWNLOAD KRISTEN'S CONTACT INFORMATION (vCARD) HERE!