Kristina Gilley
Kristina Gilley, CFP® Investment Planner Registered Representative

As a Certified Financial Planner professional, Kristina pours her energy into helping clients design the straightest path to their goals. Patient and personable, she gets to the heart of the matter with her thoughtful approach to wealth management. “Here, you are not a number. We care about our clients and enjoy mapping out a plan for their financial future,” Kristina says. “I’m always honored when a client entrusts us with their financial goals and dreams.”

She has experience guiding widows and divorcees, as well as individuals and families planning for retirement. Helping pull all the financial details into a vivid picture for each client is what drives Kristina. “I love solving problems and that motivates me to go the extra mile for my clients,” she says.

She joined the Aspire Wealth Planning practice in 2006, starting as a client care manager and marketing director. In 2014 she became an advisor, and recently completed the Certificate in Financial Planning Program from Wake Forest University and gained CFP® certification. She earned a bachelor’s degree in marketing from the University of Dayton.

Supporting meaningful causes in the community is important to Kristina. Inspired by the memory of her grandmother and aunt, she raises money and awareness for the Alzheimer’s Association. “I am hoping and keep faith that we will find a cure for this in my lifetime,” she says. She also volunteers each year at the Handbags for Hope event for the Literacy Network of Greater Cincinnati through the auction and raffle.

Born and raised in Louisville, Kentucky, she lives in the Oakley neighborhood of Cincinnati, Ohio. An animal and nature lover, she has a cat named Louie and aims to visit all the national parks in the U.S. She also loves taking overseas trips and exploring other cultures. In her free time, you might find her cheering on the Louisville Cardinals football and basketball teams, spending time with her nieces, nephews and family, staying active through cycling, and enjoying a good bourbon.

two women on a rocky cliff

Grey cat with markers and pens

Kristina in the Robert Indiana LOVE sculpture

Kristina and family at a local cardinals sporting event

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.