Kristin Thompson Poelker CFP®

Financial Planner

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7014 E Camelback Rd,
Suite B100A,
Scottsdale, AZ 85251
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How is Estate Planning a Critical Component of Wealth Strategy?

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Ready to Master Your Budget? Consider These 19 Personal Tips on the Best Time for Planning and Forecasting

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How Do You Approach Managing Finances Differently Compared to Your Younger Self?

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Financial Planner

Education

Bachelors in Economics at University Of Illinois At Urbana - Champaign Graduated: 2011
Bachelors in Economics at University Of Illinois Urbana - Champaign Graduated: 2011
Studied Mathematics at Tufts University Graduated: 2009

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Joined Oct 2024

Contact Information

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Featured On

E
Entrepreneur.com
N
News Reports
i
investmentnews.io

Featured

iinvestmentnews.io

How is Estate Planning a Critical Component of Wealth Strategy?

Read Article

EEntrepreneur.com

Ready to Master Your Budget? Consider These 19 Personal Tips on the Best Time for Planning and Forecasting

Read Article

NNews Reports

How Do You Approach Managing Finances Differently Compared to Your Younger Self?

Read Article

Experience

Financial Planner

Education

Bachelors in Economics at University Of Illinois At Urbana - Champaign Graduated: 2011
Bachelors in Economics at University Of Illinois Urbana - Champaign Graduated: 2011
Studied Mathematics at Tufts University Graduated: 2009

Location

Add your location.

Joined Oct 2024

Kristin Thompson Poelker CFP®

Financial Planner

Kristin Thompson Poelker CFP®- Financial Planner | Featured