Assistant Vice President | Certified Financial Planner® | Financial Advisor
Kirsten joined the Lombardo Pearce team in 2001 and serves our clients as a financial advisor and planner. Kirsten holds the CFP® designation and works with our clients to provide comprehensive financial planning services.
What do you enjoy most about the work you do?
I enjoy working closely with our clients and hearing their stories. From education on a first 401(k) to estate planning and generational wealth transfer, I appreciate being a resource throughout the stages of their financial life. The conversation around wealth and what money means to each client and their family allows me to work with them to develop a plan to reduce uncertainty and provide a path to achieving their financial goals.
What are the best skills that you bring to your job?
I love details, big and small. Financial planning allows me to analyze and review the many details that make up our client’s financial lives. Working with our clients through the planning process provides the framework for education, discussion, and the development of a path towards achieving their short and long term financial goals.
Who is someone you admire and why?
My grandmother was a role model and inspiration to me on balancing family life with a fulfilling career. She was able to do both successfully in a time when that was not common for women. She encouraged me to pursue things that lead to curiosity and an excitement for learning. She also had me help balance her check book, giving me my first lesson in financial planning.