Part 1: On this Episode Danny sits down with CT Financial Partners. Kristen Kania, Partner, CFP, CRPC, APMA, AIF, CFDA; to talk about Life, Money and everything in between. Kristen is passionate about finding solutions for her clients, Kristen Kania enjoys success as a financial advisor with CT Financial Partners. She started her journey into the world of finance by attending and graduating from Sonoma State University in 2005, where she earned her bachelor’s degree in economics. Inheriting her father’s propensity for numbers and her mother’s teaching ability, Kristen was a natural fit as a financial advisor.
Right after college she started working for Ameriprise Financial, one of the top Fortune 500 companies with a 120-year legacy. Kristen had the knowledge, the ability to communicate that knowledge, and the passion that it took to succeed.
After 12 years with Ameriprise, Kristen felt it was time to enter a new chapter of independence by being part of a smaller yet still successful firm, and that’s when she joined CT Financial Partners. Her welcoming hospitality is a good fit with the firm and stems from her close-knit family roots. This hospitality extends to her clients by providing the exceptional service and advice she would give her own family. The ability to find simplicity in what is deemed complicated is the sign of a good educator.
