KRISTA TEEGARDEN, CLU®, CHFC®, CSLP®, NSSA®, CPWA®
Senior Advanced Planning Consultant
- Serves as a resource for advisors on issues involving estate, trust, charitable, education, business, deferred compensation and social security planning strategies
- Is a National Social Security Advisor Certificate Holder (NSSA®), holds the Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter® (CLU®), Certified Student Loan Professional (CSLP®) andCertified Private Wealth Advisor® (CPWA) practitioner designations, as well as the FINRA Series 7 and 24 securities registrations and California life, accident, and health insurance licenses
- Earned a bachelor’s degree in business administration with an emphasis in finance from Biola University
- Has prior experience conducting research and analysis and implementing advanced estate and business strategies with independent advisors
