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Kristen Coombs Financial Advisors

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welcome to
Kristen Coombs financial advisors

Planning Forward. Together.

A New Perspective

investing based on each of your financial goals.

An integrated approach

Each member of our team contributes a unique perspective and expertise,
empowering you to feel invested in your financial future.

planning forward. together.

what does your financial success look like?
what has to happen for you to get there?

look beyond the expected

predicting rain doesn’t count. building an ark does.
—warren buffet

WHO WE ARE

At Kristen Coombs Financial Advisors, we redefine what a typical investor looks like.
Our focus is to build long-term relationships with a select group of clients by
working with them through every aspect of their financial lives.

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What We Do

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FINANCIAL PLANNING

The most important thing you need to know is what you don’t know.

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INVESTMENT MANAGEMENT

Our Goal Based investment strategies provide a personalized approach to allow you to stay focused and on track.

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RISK MANAGEMENT

Risk can take many forms: illness, accident, liability and natural disasters, to name a few.  Are you covered?

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Meet Our Team

Kristen E. Coombs, CFP®

Founder and Financial Advisor

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Alison R. Martin

Director of Client Relations / Practice Manager

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B. Scott Hefkin

Financial Planning Analyst

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Heather Corl

Retirement Plan Coordinator

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Jennifer L. Bohlman

Client Relations Assistant

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Contact Us

270 Walker Drive, Suite 201A • State College, PA 16801

PHONE: 814-235-2703

FAX: 888-535-2418

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Kristen E. Coombs is a registered representative and investment advisor of H. Beck, Inc. Member FINRA, SIPC and a Registered Investment Advisor.
Kristen offers securities and investment advisory services through H. Beck, Inc. Kristen Coombs Financial Advisors is not affiliated with H. Beck, Inc.

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