Bank of America Private Client Advisor Kristin Boettger

Services Offered

• Investment advice
• Financial planning
• Wealth management

About

Kristin Boettger is a Private Client Advisor based in San Francisco, California, providing tailored investment advice and strategies. She focuses on understanding her clients' life goals, risk tolerance, time horizon, and liquidity needs to develop personalized financial plans. Kristin serves a diverse clientele, helping individuals and families navigate their financial journeys with informed decision-making. Her approach emphasizes a comprehensive understanding of each client's unique circumstances.

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