Voluntarias Savvy Ladies
Kristi Jorgenson
Biografía del voluntario
Kristi is a Certified Public Accountant who has a passion for helping people improve their financial situations. She is currently studying to become a Certified Financial Planner. Most recently she worked as a Client Service Associate at a Wealth Management Company. She enjoyed servicing over 150 clients. The best part was interacting with the clients one on one to answer their questions and to help them work towards achieving their financial goals.
Áreas de especialización (especificadas por el voluntario)
Budgeting;Debt Management;Family Finances;Marriage and Money;Retirement
