Senior Advanced Planning Consultant - Advanced Planning - San Diego Team
Krista joined Commonwealth in September 2018 as an advanced planning consultant and was promoted to senior consultant in 2022. In this role, she provides financial planning support for advisors, including estate, trust, charitable, education, business, and social security planning strategies. Before joining Commonwealth, Krista worked with independent advisors conducting research and analysis and implementing advanced estate and business strategies. She also worked closely with attorneys to design and implement nonqualified plans and executive benefits. Krista earned her bachelor’s degree in business administration with an emphasis in finance at Biola University. She has California life, accident, and health insurance licenses; is a National Social Security Advisor (NSSA®) certificate holder; and holds the Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter® (CLU®), and Certified Student Loan Professional (CSLP®) designations, as well as her FINRA Series 7 and 24 securities registrations. In her spare time, Krista likes to try out new recipes, spend time in her garden, and travel the world.