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 and Ongoing General Planning and lends her extensive knowledge of Socially Responsible Investing and equity compensation. 

While Kristen is based in Massachusetts, our practice is fully virtual and we work with clients all over the United States. 

See her BIO here.

DOWNLOAD KRISTEN'S CONTACT INFORMATION (vCARD) HERE!