Kristin Marinis

Services Offered

• Holistic financial planning
• Investment strategy design
• Insurance strategy design
• Asset protection
• Wealth management

About

Kristin Marinis is a financial consultant based in Haddon Township, New Jersey, affiliated with Oppenheimer. She specializes in holistic financial planning and the design of investment and insurance strategies tailored to each client's unique goals and risk tolerance. Kristin employs an in-depth discovery process to understand her clients' specific situations and time horizons. She primarily serves high net worth individuals, families, corporate executives, and businesses, helping them grow and protect their assets while addressing complex financial issues.

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