From building and fine-tuning financial and retirement plans to rebalancing managed accounts, Kirsten offers a fee-based wealth management service. She is a Certified Financial Planner (CFP) who is also an accredited portfolio management advisor (APMA) with over 25 years experience as a financial advisor. She continues to offer her high net worth clients a comprehensive array of financial services and is supported by an experienced staff dedicated to the full-service support of her clients.
Kirsten has won the Five Star Professionals Wealth Manager award for 7 consecutive years.
Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of {2016/ 2017/ 2018/ 2019/ 2020/ 2021} Five Star Wealth Managers.