Kristen E. Coombs, CFP®
Kristen Coombs is President and Founder of Kristen Coombs Financial Advisors, a financial planning and investment advisory firm. Kristen has specialized in financial planning over her career and focuses on building long-term relationships with her clients by working closely with them through every aspect of their financial lives.
In addition to managing the direction of the firm, she is an integral part of the customized planning solutions for each client and oversees the investment management platforms.
Kristen holds the Series 7 and 66 Registrations and is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®). She graduated with honors from Bucknell University’s PBA School of Trust & Investment Management as well as attended the Pennsylvania State University in State College, PA and Katherine Gibbs in Boston, MA.
Kristen’s level of knowledge and experience extends to qualified plan design, investment and risk management, retirement planning, estate and asset preservation techniques and financial life planning.