Kristie Cahill, CFP®
Founder & Personal CFO
Kristie is a Certified Financial Planner® and wealth advisor. She looks at each client’s financial situation like a unique puzzle. She knows one approach won’t work for every problem; that’s why she takes the time to understand each client. Since 2000, Kristie has worked with several well-known investment management firms. She has deliberately chosen to work as a Registered Investment Advisor because it aligns her interests with clients’ needs.
Kristie graduated from California State University, Fresno, in 2000, with a Bachelor of Arts in Mass Communication and Journalism. She obtained her CFP® designation in January 2008—when she was 31, placing her among only 5% of CFPs under the age of 40. She holds her California life and health insurance licenses and has been a Certified Estate Planner since January 2014. She attained her CFP before the age of 40, too—less than 5% of first-time CFP holders are women under the age of 40.
When she’s not at work, Kristie loves traveling, snowboarding, scuba diving and spending time with her husband, Shane, and their rescue cat, Jonesy.
