Kristina Meyers, CFP®, MBA
Financial Advisor, RJFS
Addison Avenue Investment Services
A little insight into Kristina Meyers.
My commitment to helping others with their financial needs began when I witnessed the devastating effect financial hardship had on some of my loved ones. Determined to not fall victim to similar circumstances, I decided to learn as much as I could about financial planning and creating options for myself. This led me to pursue a career in financial planning, as I also wanted to help others with their financial goals.
I joined the Northern Colorado team at Addison Avenue Investment Services in 2006. I specialize in retirement planning and comprehensive financial planning, which encompasses insurance, tax, retirement and estate planning. When it comes to estate planning, I am happy to work with the members of your own personal estate planning team to assist in providing financial advice.
I not only assist my clients with taking care of their financial health, I also encourage them to take an active role in their physical health. Like any exercise regiment, the more energy you put into it, the more results you will see. It’s the same with financial planning, although you may start slow, over time, you will begin to see results. Since medical costs can be one of the largest expenses during retirement, the healthier you can stay, the lower your medical costs can be, enabling you to spend more time and money on the things you enjoy.
As a CERTIFIED FINANCIAL PLANNER™ practitioner, I work under a fiduciary standard of care which ensures that your needs are always the top priority. Just like a health plan is created and personalized for your individual needs, so is your financial plan. We spend a great deal of time discussing your goals and current situation, both personal and financial, which serves as the framework for your future financial goals.
On a personal note, I am a Cum Laude graduate of Regis University with degrees in Finance and Business Administration, and I am currently pursuing my MBA. Outside of the workplace, I enjoy traveling, spending time with my family and staying active.
If you would like to know more about retirement strategies or general financial planning, give me a call or email.
QUALIFICATIONS: holds series 7 and 66 securities licenses; life and health insurance licensed with variable endorsements.
CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP® Board's initial and ongoing certification requirements.
Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. First Tech Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
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