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OUR STORY AND WHY WE WANT TO HELP YOU

For over thirty-five years Kristi L. Andersen, CFP® has worked in the financial services industry in a variety of roles. Nineteen of those years she served as Vice President of Client Services at the American Express Asset Management Group, collaborating with corporations, small business, foundations, endowments, and high net worth individuals. During her time at American Express she received numerous calls from women looking for a financial professional they could trust. Her firm did not allow her to serve women below a certain account size, frustrating Kristi because she knew no professionals focusing on the needs of women that she could refer them to. Another common heart-breaking scenario she often saw was women who had not focused on their financial matters and found themselves in bad situations about money. It was no surprise to Kristi in researching the financial needs of women, she found that one of the fastest growing areas of poverty is women over the age of sixty-five. This disturbing statistic compelled Krisi to start her own company in 2006. Her passion is to provide services that help women, and their families pursue and maintain financial independence.


Who We Work With

Our firm focuses on the financial needs specific to women and their families. Over half of our clients are single, widowed or divorced women. The common thread with our clients is the desire to take care of themselves, their families and the people they love. Taking care of themselves may mean not relying on others for financial security, providing and protecting their families financially or creating a charitable legacy. How we do this work is specific to each client. Please read more under Services for You.

Kristi’s Credentials

Kristi L. Andersen is a CERTIFIED FINANCIAL PLANNER™ Professional. She received a Bachelor of Science degree in Business Administration from the University of Minnesota, Carlson School of Management. In addition, she is a licensed life, health and accident insurance agent, Investment Adviser Representative and holds her securities registrations with Cetera Advisor Networks LLC.



Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.