Based above the cliffs and crashing surf of scenic La Jolla, CA, Kristian Colvin offers almost two decades of expertise to an array of clients from various states, specializing in financial planning, investment management and retirement strategy. He currently oversees more than $85 million in client assets.

Customer attention and a strict focus on sound investment policy are hallmarks of Kristian’s approach to service. His goal is to simplify the financial challenges his clients face in an ever changing market environment.

From saving for your children’s college to activating retirement plans, Kristian is prepared to deftly navigate the nuances of today’s market. His goal is to help your family make informed financial decisions as part of a future embedded in peace-of-mind, and to catalyze the confidence to live the life you’ve designed.

To check the background of Kristian Colvin as an investment professional, please use Finra’s broker check link, here.