Compound Planning crosses $2 billion of assets under management
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location

Austin, TX

Kristen Smith

SVP, Wealth Advisor

Kristen is a seasoned wealth advisor with over a decade of experience in the financial services industry. At Compound Planning, Kristen serves a handpicked clientele of high net worth individuals and families, offering personalized financial solutions tailored to their specific needs and objectives. As a CFP® professional, Kristen builds deep connections with her clients while providing outstanding service, education, and holistic financial planning encompassing all aspects of financial management. Kristen received her B.S. in Finance with a concentration in Investment Management from The University of Texas at Austin. Prior to joining Comp...

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(512) 254-8228

[email protected]

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Experience

Empower

1 year

Personal Capital

3 years

Resource Consulting Group

6 years

Qualifications

The University of Texas at Austin

Finance, BBA

Certified Financial Planner™

CFP®

Specialities

Investment management

Financial planning

Retirement planning

Risk management

Asset allocation

Behavioral finance

Entrepreneurs

Executives

Professionals

Retirees

Tech employees

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