“I love helping our clients execute creative marketing campaigns to help grow their client base”

Named to the InvestmentNews inaugural “40 under 40” class, Kristen is a frequent contributor to industry publications such as Advisor Perspectives and The Journal of Financial Planning and blogs for InvestmentNews TechTalk 

Kristen graduated from the University of California at Santa Barbara with a Bachelor of Arts in business economics. She went on to receive an MBA in marketing from San Diego State University. After graduate school, she served as the Director of Marketing for a boutique wealth management firm specializing in comprehensive planning for high-net-worth clients, overseeing seminars, radio shows, referral campaigns, advertising and marketing communication.

In 2008, Kristen formed Wealth Management Marketing, Inc., dedicated to providing marketing consulting for financial advisors. Wealth Management Marketing evolved into what Kaleido Creative Studio is today.

Kristen is passionate about the environment and supports several local and national charities. She is a former board member of the Tariq Khamisa Foundation, a San Diego-based charity that seeks to end violence through education, mentorship and community service programs.

When she isn’t at work, you may find Kristen flying above San Diego. As a licensed pilot, she loves the exhilaration and challenge of flying.

 

EDUCATION

  • B.A. in Business Economics, University of California, Santa Barbara
  • MBA with an Emphasis in Marketing, San Diego State University

CERTIFICATIONS AND LICENSES

  • Private Pilot: Airplane Single Engine Land, Federal Aviation Administration
  • Remote Pilot: Small Unmanned Aircraft System, Federal Aviation Administration
  • Instrument Rating: Airplane Single Engine Land Federal Aviation Administration
  • Competent Communicator, Toastmasters International

MEMBERSHIPS AND ASSOCIATIONS

  • Member, Financial Planning Association, San Diego Chapter
  • Member, Vistage International
  • Member, Aircraft Owners & Pilots Association
  • Member, Plus One Flyers
  • Member, Triathlon Club of San Diego