Kristen is the Founder and Senior Advisor of InVested Advisors, a financial planning and investment advisory firm. Kristen’s focus throughout her 25+ year career has been 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 education and customized planning solutions for the firm’s clients.
Kristen is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and holds the Series 7 and Series 66 registrations. 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.