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Although I can't remember a time in my life when I wasn't fascinated by finance, when I read "One Up On Wall Street" by Peter Lynch in 1989, I was hooked. Following in the footsteps of my idol, the famous stock picker and manager of the Fidelity Magellan fund, I thought I would land in the city as a trader. As it happened, I took a different road.
The path to my dream was often winding but it was full of exciting experiences and worthy pursuits. As life evolved, my heart remained in finance. When Seth and Tyler entered school in 2002, the time was right, and I began my career with Edward Jones Investments.
The missing piece in my practice was apparent to me early on; investments should be a result of a comprehensive financial plan. It seemed to me that the industry was emphasizing investments, and my clients were missing the "why." "Why would I want to invest, and how does this security serve me?" were questions that were too often going unanswered.
I cut my teeth on estate planning, and later earned the CFP® certification. And let me tell you, that exam was no joke. My clients (the vast majority of whom are still with me today), remember when I studied and stressed until my eyebrows fell out. Earning the sought after Certified Financial Planner designation (TM) was well worth it, and to this day, represents my commitment to experience, education, and ethics. I hold an undergraduate degree in Finance from Thomas Edison University in NJ, and a Master's Degree in Financial Planning from the University of Missouri Columbia.
After 15 years in the industry, I created Kristine A. Boelte & Associates, LLC, based on my relentless commitment to your financial well-being. It is my privilege to unlock the doors each morning, knowing that I can continue creating a great experience, and find a way to serve you better each and every day.
I carry with me the strengths of each firm where I was proud to serve. I offer you comprehensive financial planning, managed assets under a Registered Investment Advisory, and fixed income under Purshe Kaplan Sterling, the best broker-dealer I've had the privilege of working with.
At Kristine A. Boelte & Associates, we believe we can deliver a deeper and more meaningful financial planning experience than you've ever experienced before. You deserve a financial planner who acts as your advocate, and who understands financial health is one of the cornerstones that allow you to live your best life.
I believe your best life should start today.
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