Kristie Cahill, CFP®
Client Service Specialist
Kristie is a Certified Financial Planner and Wealth Advisor. She looks at each clients’ financial situation like a unique puzzle. She knows one approach won’t work for every problem; that’s why she takes the time to understand each client.
Since 2000, Kristie has worked with several well-known investment management firms. She has deliberately chosen to work as a Registered Investment Advisor because it aligns her interests with clients’ needs.
Kristie graduated from California State University, Fresno, in 2000, with a Bachelor of Arts in Mass Communication and Journalism. She attained her CFP before the age of 40, too—less than 5% of first-time CFP holders are women under the age of 40. She holds her California life and health insurance licenses and has been a Certified Estate Planner since January 2014.
When she’s not at work, Kristie loves traveling, snowboarding, scuba diving and spending time with her husband, Shane.
