Kristi Thelen, CFP, CIMA - UBS Financial Services Inc.

Services Offered

• Retirement Planning
• Investment Management
• Wealth Accumulation Strategies

About

Kristi Thelen is a Certified Financial Planner (CFP®) and a Chartered Investment Management Analyst (CIMA) based in Atlanta, Georgia. She provides a range of financial consulting services, including retirement planning, investment management, and wealth accumulation strategies. Kristi serves individuals and families looking to enhance their financial well-being and achieve their long-term financial goals. Her expertise in both financial planning and investment management allows her to offer tailored solutions to her clients' unique needs.

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