KRISTEN FOURTNER

Kristen obtained her CERTIFIED FINANCIAL PLANNER™ certification in 2021. As a CFP® professional, Kristen has met CFP Board's educational, experience, examination, and ethical requirements, and has committed to providing financial services that adhere to CFP Board's standard of excellence... Kristen works directly with LPL Financial because they do not have any proprietary products, meaning Kristen truly is an Independent Financial Advisor and is free to choose any investment that is suitable for the client and will help toward fulfilling their financial goals. There are no quotas or products to "push."... Kristen believes in helping clients regardless of which stage of planning they are in; for some clients, this could mean a full financial plan, whereas others may just need to begin with a diversified portfolio for their IRA to start building toward their future.

Primary location: Tumwater United States