Our Qualifications

Professional History:

  • Kristy Mukai Barnes is a Certified Financial Planner (CFP).  As a Certified Financial Planner (CFP), Kristy is required to maintain her technical competence and fulfill continuing ethical obligations. Every two years, Kristy must complete a minimum of 30 hours of continuing education, staying current with developments in the financial planning profession to better serve her clients.
  • Kristy Mukai Barnes has a Bachelor of Science in Business Management.  Kristy has over 10 years of experience in the financial industry.  She has experience and education in Financial planning, Insurance planning and risk management, Employee benefits planning, Investment planning and analysis, Income tax planning, Retirement planning and Estate planning.
  • We have 17 financial professionals locally, with over 200 years of combined experience.  We have Certified Public Accountants (CPA's), as well as Certified Financial Planners (CFP's), that are part of our company who help us to develop solid financial strategies that encompass tax planning as well.

Relevant Experience:

  • Preparation of comprehensive personal financial plans
  • Consulting regarding investment planning
  • Preparation and implementation of asset allocation strategies
  • Recommendation of appropriate retirement planning strategies
  • Recommendation of appropriate estate planning strategies
  • Consulting regarding various investment vehicles including IRA's, Roth IRA's, 529 College Savings Plans, 401k Plans, SEP Plans and Non-qualified investment accounts

Education:

  • Arizona State University
  • University of Phoenix, Bachelor of Science in Business Management
  • Kaplan College, Certificate in Financial Planning

Professional Achievements:

  • Certified Financial Planner
  • Series 7 General Securities Registration
  • Life, Disability and Variable Annuities Insurance Licenses

Professional Memberships:

  • Financial Planning Association of Greater Phoenix