Why I chose Opes:
- The People
- The Client-Focused Approach
- The Investment Philosophy
For more than 15 years, Kristie has helped individuals by developing a personalized plan that helps clients understand their current needs and future goals. Kristie strives to simplify her clients’ lives while helping them address their goals. Areas of focus include investment management, retirement planning, college planning, charitable gifting strategies, and incentive stock compensation planning.
Prior to joining Opes, Kristie spent 2.5 years as a Senior Investment Counselor at StanCorp Investment Advisers, managing the San Francisco office. Prior to StanCorp, Kristie worked as a Financial Advisor at Ameriprise Financial, where she worked with affluent families and specialized in financial planning and divorce planning.
Kristie graduated from California State University, Fresno with a Bachelor of Arts in Mass Communication and Journalism. She became a Certified Financial Planner® in 2008, a Certified Estate Planner® in 2014, and she maintains her life insurance license. She is an active member of the Financial Women of SF, SF Chamber of Commerce, National Association of Professional Women, Financial Planning Association of SF and the Delta Zeta Alumnae Association.
Kristie lives in San Francisco with her husband, Shane and rescue cat Jonesy.
- Certified Financial Planner
- Certified Estate Planner
- California Insurance license #0D58720