Qualifications

Kristy Mukai Barnes has been working with individuals and businesses as a financial planner since 2000. 

 

CERTIFIED FINANCIAL PLANNER™ certification since 2004.  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 has nearly 20 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. 

SERVICES & 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, LICENSES & CERTIFICATIONS

  • Bachelor of Science in Business Management, University of Phoenix 
  • Certified Financial Planner (CFP®)
  • Series 7 General Securities Registration
  • Arizona State University
  • Kaplan College, Certificate in Financial Planning
  • Life, Disability and Variable Annuities Insurance Licenses
  • Registered to sell securities in a wide variety of States

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck