Affinity Wealth Management Group

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Today: 8:00 am - 4:30 pm

Tomorrow: 8:00 am - 4:30 pm

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Hours

Regular Hours

Mon - Fri:	8:00 am - 4:30 pm

Life Insurance
Krista received a Bachelor of Science in Business Administration from the University of Nebraska, Lincoln. She earned her designation as a CERTIFIED FINANCIAL PLANNER™ Practitioner in 2012 from the International Board of Standards and Practices for Certified Financial Planners. This is one of the premier credentials in the financial planning industry that requires her to abide by the Code of Ethics and Standards of Practice set forth by the board. She also holds a life insurance license with a background in tax preparation and real estate property management. Krista is currently working on becoming certified with the Business Enterprise Institute to help business owners wanting to learn about exit planning strategies.

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General Info: At Affinity Wealth Management our first priority is helping you take care of yourself and your family. we want to learn more about your personal situation, identify your goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication are the cornerstone of our partnership. We'll work together to craft a personalized plan to manage your wealth. Our finance experts will help you organize your financial life, address your entire financial landscape, and partner with you every step of the way. Through our comprehensive approach, we'll develop customized finance strategies that address your individual needs and goals. We're available to expand your financial literacy to gain a deeper understanding of financial concepts with personalized education sessions. Contact our dynamic financial team today!
Other Link: http://affinitytucson.com
Categories: Investment Advisory Service, Financial Planning Consultants, Insurance

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Phone: (970) 668-8448

Address: 720 Summit Blvd, Frisco, CO 80443