Financial Moxie | www.financialmoxie.com kristen@financialmoxie.com | (805) 217-3126
About: Kristen has a bachelor’s degree from University of California, Irvine, and a master’s degree in business administration from California State University, Northridge. She also received her CFP® / CERTIFIED FINANCIAL PLANNERTM certificate from California Lutheran University. Since completing her CFP®, she has added an additional designation Certified Divorce Analyst/CDFA®. For more information about divorce planning please checkout Divorcemoxie.com. Kristen is also the President of the Financial Planning Association, Ventura Chapter, and a trusted advisor for Provisors, Echelon Business Development Network, The W Source, and Purse Strings. Lastly, she holds the following licenses, FINRA Series 7, 66, 24 and California insurance #0G99103.
Specialties: Kristen's passion is to help others balance their health, wealth, and self. We can only control what we eat, how active we are, and what we spend especially in a world with so much uncertainty. Building self confidence in what we can control empowers us to see opportunities otherwise often overlooked during our daily lives. No question is ever too insignificant, and planning is not about how much money is saved in retirement; it is about what life decisions are made along the way. Having a plan is great, however real time financial planning supported by a diverse team of specialists who care makes it achievable!
Quote: “You can't stop the waves, but you can learn to surf!”
Connect: Contact Kristen at kristen@financialmoxie.com or at (805) 217-3126 or visit her website below!
member since DECEMBER 2018
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through an Investment Advisor Representative of Cambridge Investment Research Advisors, Inc., a registered investment advisor. Cambridge Investment Research, Inc., Financial Moxie, & W Source are not affiliated.