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      Details

      Markets change, dreams don't!

      General Info

      As an independent advisor, Kristi provides unbiased advice, focusing on reducing the stresses associated with financial uncertainties. She is big on education and takes the time to explore all options with each client. With the aging of the Baby Boomer population, she is experiencing a significant increase in demand for consultation in the areas of retirement planning, risk management, and investment selection.Kristi continues to build on her years of experience to offer comprehensive and caring advice to those she is proud to call her clients. She brings with her a passion for helping people and a love of everything financial, and it is with great enthusiasm that she greets each day, excited to discover new opportunities to help the people in her community. Kristi is fanatical about keeping up with the constantly evolving world of products and services; she strives to stay on the cutting edge so the she can provide the best advice available in the current environment. Providing meaningful advice for life's milestone moments! Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the contact section above. Third party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am are registered to do business, please visit www.ellingtonfinancialgroup.com

      HoursCLOSED NOW
      Regular Hours:
      Mon - Fri
      Sat - SunClosed

      Contact Info

      Phone:

      Main - 408-848-0874

      Fax - 408-848-0873

      Address:
      8343 Church St Gilroy, CA 95020
      Email:

      Link:

      Ellington Financial, LLC website

      Categories
      Mutual Funds, Financial Planning Consultants, Investment Management, Investment Securities, Stock & Bond Brokers
      Services / Products
      Investments (stocks, bonds, mutual funds, annuities, etc.) Financial Consulting, Retirement Planning, College Planning, Legacy Planning, Estate Planning, Wealth Transfer, Charitable Giving_
      Payment Options
      check
      Brands
      n/a
      Location
      We are located in the Dry Creek Village executive suites business park. Located on the corner of Church street and Welburn Ave. Our office is a standalone building facing the main parking lot.
      Amenities
      wifi
      Languages
      English, Spanish
      Associations
      Chamber of commerce for Morgan Hill, Gilroy, and Hollister
      Data provided by one or more of the following: Thryv, Data Axle, Yext.