Advanced Planning Consultant - Advanced Planning - San Diego Team
Krista joined Commonwealth in September 2018 as an advanced planning consultant. In this role, she provides financial planning support for advisors, including estate, trust, charitable, education, business, and social security planning strategies. Prior to 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 finance at Biola University. She holds CA life, accident, and health insurance licenses; the Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) designations, as well as her FINRA Series 7 securities registration. In her spare time, Krista likes to try out new recipes, spend time in her garden, and travel the world.