Kristin joined Regatta Capital Group in April 2018 as our Financial Advisor Associate. She is now our Director of Marketing and Financial Education.
Before joining Regatta, she worked as an Accountant for two very distinguished investment firms in Los Angeles. Discovering her passion for financial literacy and educational outreach, Kristin made the transition to financial planning to assist her community in making smarter financial decisions.
As a Financial Advisor Associate, she worked closely with the co-founder Russell Mohberg and three emerging Advisors supporting immediate client service needs and creating customized retirement plans. She also assists with Regatta’s internal operations.
As the Director of Marketing and Financial Education, Kristin spearheads all of the marketing efforts for the firm that include email marketing, social media management, and marketing campaigns. She is the host of our educational seminars and events and has a knack for creating educational materials for our clients and staff. She is also the editor and writer for our seasonal newsletter Regatta Tradewinds.
Kristin received her dual B.A. in Economics and Journalism (emphasis in Media Studies) from San Diego State University. She is an adventure traveler. Whenever she can find the time, she is checking new adventures and destinations off her bucket list. She also loves to vlog, collect vinyl records, try new restaurants, and is an experienced bowler.