Kristie is a CERTIFIED FINANCIAL PLANNER™ and Financial Advisor with Steel Valley Investment Group of Raymond James - The LaBuda Team. Kristie works closely with clients to assess their financial well-being, identify their life goals and develop a customized plan to reach them. She believes in a holistic approach that includes goal planning and portfolio management with tax effective considerations.
She has a bachelor’s degree from Bloomsburg University in Business Administration, Accounting. Kristie has her active CPA license in Maryland. She worked for the Washington Post Co. for nearly a decade in Finance. Additionally, Kristie holds a Chartered Retirement Planning Counselor designation, Series 7, and Series 66.
Kristie resides in Allentown with her husband Rick, and two children Kyle and Morgan.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.