Kristen S. Han, CPA, CFP

Services Offered

• Fee-based financial planning
• Investment management
• Education planning
• Retirement planning
• Estate planning
• Brokered insurance solutions

About

Kristen S. Han is a Certified Public Accountant (CPA) and Certified Financial Planner (CFP®) based in New York, New York. She provides a range of financial planning services including investment management, education planning, retirement planning, estate planning, and brokered insurance solutions. Her practice serves both individuals and small businesses, ensuring tailored financial strategies to meet diverse needs. Kristen is committed to helping her clients achieve their financial goals through comprehensive planning and personalized service.

Reviews

Location

Business Information