Kristin is our Financial Advisor Associate and Director of Financial Education. She joined Regatta Capital Group in April 2018.
Kristin received her BA in Economics from San Diego State University. After earning her degree, Kristin worked her way up through the accounting profession from an analyst to a senior accountant for two very distinguished firms in Los Angeles. Discovering her passion for financial literacy, Kristin made the transition to financial planning with goals to assist her community with making smarter financial decisions.
Kristin primarily works from our newest location in Studio City where she assists the advisors with client meetings and personnel in the Valley and Hollywood area. She is also the editor of our Regatta Tradewinds newsletter. In her spare time, Kristin loves to travel and engage in new adventures.