Kristen E. Coombs

Financial Specialist

Kristen has earned several professional licenses and designations including Certified Financial Planner (CFP®) professional. She is securities registered in Series 7 and 66, and is licensed for life, health, disability and long-term care insurance. She graduated with honors from Bucknell University’s PBA Central Atlantic School of Trust & Investment Management program. Mrs. Coombs also attended the Katharine Gibbs School in Boston, MA and the Pennsylvania State University in State College, PA.

In addition, Kristen is a member of the International Academy of Collaborative Professionals (IACP). As a Collaborative Financial Practitioner, she analyzes financial information for clients involved in litigious situations. Working with both parties as a neutral financial coach, Kristen gathers their financial information, analyzes the data, establishes working budgets and determines values for assets.

Kristen’s level of knowledge and experience extends to qualified plan design, investment and risk management, retirement planning, estate and asset preservation techniques and financial planning. She helps individuals make well-informed decisions about their goals, as well as providing them with greater financial independence.