Biography
Krystie began her career to help people take charge of their money and make it work for them. She is here to help her clients establish a long-term plan for multi-dimensional and multi-generational families. She joined Valor Legacy Wealth® because their mission, vision, and ethics are aligned with her belief in providing complete transparency and communication with her clients.
Krystie graduated from CSUSB and has a background in education, Insurance, and financial planning. She has her FINRA Series 66, life and health insurance licenses, and specializes in retirement, tax strategy, estate planning, and 529 education planning.
Krystie and her Husband, Patrick, love watching their son Liam play a variety of sports, including sailing. In her free time, you will find her relaxing on the patio with a good book or in the kitchen honing her skills for the 30 days a year she spends educating underprivileged kids on life skills.
