grow your wealth

Take control of your money
Establish a solid financial foundation
Create wealth for your future

money, cash, tree

Kristen S. Han, CFP® has over 10 years of experience in finance & accounting

Kristen S. Han, CFP® provides financial planning, wealth management, and insurance programs to individuals and small businesses. She has been a financial advisor since 2013 and while she is based in NY, she has clients all across America.

Kristen loves the intrinsic value that comes from making small tweaks in peoples’ financial plans that create monumental changes for their futures. She studied finance in college and has 3 years of accounting experience prior to starting her career as a financial advisor.

As a commitment to providing the most holistic service possible, Kristen has her series 7, 66, life, health, disability, long-term care insurance licenses as well as her CERTIFIED FINANCIAL PLANNER™ certification.

Financial Services For You​

FINANCIAL PLANNING
 A holistic approach to reviewing all your financial accounts and how they work together to get you to your goals
INVESTMENTS

Short term brokerage accounts, long term retirement accounts, fixed/variable annuities, and 529 educational accounts; we have you covered

INSURANCE
As the foundational piece to any solid financial plan, we offer life, disability, long term care, and health insurance programs

WORKPLACE BENEFITS

401k, 403b, SEPs, SIMPLEs, and group insurance plans to cover the small business owner with <20 employees

Ready to take control of your finances?