Kris Alban Email and Phone Number
Iโm a chart-loving financial planner with a passion for helping families and business owners make smarter financial decisions. Whether itโs optimizing investments, lowering taxes, or planning for a dream retirement, I thrive on turning financial chaos into clarity (and spreadsheetsโlots of spreadsheets ๐).๐ช๐ต๐ฎ๐ ๐ ๐๐ผI specialize in:โข ๐๐ฒ๐ฒ-๐ข๐ป๐น๐ ๐๐ถ๐ป๐ฎ๐ป๐ฐ๐ถ๐ฎ๐น ๐ฃ๐น๐ฎ๐ป๐ป๐ถ๐ป๐ด: Investments, taxes, estate planning, insuranceโyou name it.โข ๐๐ป๐๐ฒ๐๐๐บ๐ฒ๐ป๐ ๐ ๐ฎ๐ป๐ฎ๐ด๐ฒ๐บ๐ฒ๐ป๐: No get-rich-quick schemes, just disciplined strategies that aim for long-term success.โข ๐ฆ๐บ๐ฎ๐น๐น ๐๐๐๐ถ๐ป๐ฒ๐๐ ๐ฆ๐๐ฟ๐ฎ๐๐ฒ๐ด๐ถ๐ฒ๐: Helping business owners use their entities to save on personal taxes and fund their familyโs future.โข Iโm also the go-to person when you need someone to make sense of complicated money matters or explain why budgets are just "adulting cheat codes."๐ ๐๐ถ๐ ๐๐ฏ๐ผ๐๐ ๐ ๐ฒOutside the office, I volunteer with SCORE, where I mentor budding entrepreneurs. I also have the great fortune of being married to Erin, my amazing wife ๐, and weโre raising three incredible kidsโAverie, Laila, and Asher. Life is full of love, laughter, and the occasional game of Monopoly where the stakes are high.Letโs connectโI promise Iโm not your typical buttoned-up financial planner. (And if you want to nerd out about charts or debate board game strategies ๐ฒ, Iโm all in!)๐๐ถ๐ป๐ฑ ๐ ๐ฒ ๐ข๐ป๐น๐ถ๐ป๐ฒ๐ป Website: https://www.bsgadvisers.com๐ซ Subscribe to Newsletter: https://forms.gle/rT8qqyAQZxd8ftD3A๐ Schedule a call: https://calendar.app.google/JYk8C4C5vXLcNKJ56๐๐ถ๐ด๐ช๐ฏ๐ฆ๐ด๐ด-๐ฐ๐ธ๐ฏ๐ฆ๐ณ ๐๐ต๐ณ๐ข๐ต๐ฆ๐จ๐ช๐ฆ๐ด ๐๐ณ๐ฐ๐ถ๐ฑ, ๐๐๐ ๐ช๐ด ๐ข ๐๐ฐ๐ณ๐ต๐ฉ ๐๐ข๐ณ๐ฐ๐ญ๐ช๐ฏ๐ข ๐๐ฆ๐จ๐ช๐ด๐ต๐ฆ๐ณ๐ฆ๐ฅ ๐๐ฏ๐ท๐ฆ๐ด๐ต๐ฎ๐ฆ๐ฏ๐ต ๐๐ฅ๐ท๐ช๐ด๐ฆ๐ณ ๐ฅ/๐ฃ/๐ข ๐๐๐ ๐๐ฅ๐ท๐ช๐ด๐ฆ๐ณ๐ด. ๐๐๐ ๐๐ฅ๐ท๐ช๐ด๐ฆ๐ณ๐ด ๐ฐ๐ง๐ง๐ฆ๐ณ๐ด ๐ค๐ญ๐ช๐ฆ๐ฏ๐ต๐ด ๐ง๐ช๐ฏ๐ข๐ฏ๐ค๐ช๐ข๐ญ ๐ฑ๐ญ๐ข๐ฏ๐ฏ๐ช๐ฏ๐จ, ๐ช๐ฏ๐ท๐ฆ๐ด๐ต๐ฎ๐ฆ๐ฏ๐ต ๐ข๐ฅ๐ท๐ช๐ค๐ฆ ๐ข๐ฏ๐ฅ ๐ช๐ฏ๐ด๐ถ๐ณ๐ข๐ฏ๐ค๐ฆ. ๐๐๐ ๐๐ฅ๐ท๐ช๐ด๐ฆ๐ณ๐ด ๐ฅ๐ฐ๐ฆ๐ด ๐ฏ๐ฐ๐ต ๐ฑ๐ณ๐ฐ๐ท๐ช๐ฅ๐ฆ ๐ต๐ข๐น ๐ฐ๐ณ ๐ญ๐ฆ๐จ๐ข๐ญ ๐ด๐ฆ๐ณ๐ท๐ช๐ค๐ฆ๐ด.
Bsg Advisers
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Financial PlannerBsg Advisers Aug 2024 - PresentApex, North Carolina, Us
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Certified Business MentorScore Mentors Mar 2024 - PresentWashington, Dc, UsSCORE can help you start, grow or successfully exit a business. Small business owners who receive three or more hours of mentoring report higher revenues and increased growth.SCORE Raleigh and our volunteer business mentors are dedicated to providing the best possible service to help small business owners achieve their goals. Our mentoring and resources are free to use. We also offer low to no-cost business workshops. -
Executive Vice PresidentEnrich Financial Wellness Nov 2009 - Jun 2023Cardiff By The Sea, Ca, UsACQUIRED October 2022โ Developed and executed comprehensive digital marketing strategies, resulting in a 330% increase ingenerated leads within 2 years.โ Implemented advanced SEO techniques that improved organic search rankings, leading to a 105%increase in organic traffic.โ Analyzed marketing data and performance metrics to refine strategies, optimize campaigns, andimprove ROI by 35%.โ Procured & nurtured B2B channel partnerships including WebMD, Virgin Pulse, Castlight Health,Marsh & McLennan, Cigna, NAST, and BCBS. -
Executive Vice PresidentIgrad Nov 2009 - May 2023Cardiff By The Sea, Ca, UsACQUIRED October 2022โ Organized & conducted focus groups to determine product path & strategy for Financial Wellness SaaS.โ Assisted in client acquisition & product implementation for over 600 Universities, Corporations & Credit Unions in less than 5 years.โ Implemented successful "pull" marketing strategy responsible for generating over 200 B2B leads per month.โ Built website traffic from 0 to over 120,000 visits per month in less than 5 years.โ Optimized financial literacy website UI through analytics and A/B testing.โ Developed and implemented marketing plan with $0 budget and no marketing team members.โ Positioned iGrad as a financial literacy thought leader in the higher education space, leading to over 10 conference speaking invitations per year. -
Financial Literacy Chairman; Board Of DirectorsCoalition Of Higher Education Assistance Organization Jan 2013 - Jan 2015COHEAO is a partnership of colleges, universities & organizations dedicated to promoting Financial Literacy, Federal Campus-Based loan programs & other student financial services.โ Designed & launched monthly Financial Literacy Newsletterโ co-authored Financial Literacy Whitepaper (see 'Projects' section)โ Met with Congressmen to promote financial literacy education initiativesโ Conducted multiple financial literacy conference sessions & webinars -
Proprietary Equity TraderAssent Llc Sep 2007 - Nov 2009โ Actively traded equities, leveraging advanced market analysis and technical strategies to generate consistent profits.โ Conducted real-time analysis of financial markets, identifying short- and long-term investment opportunities.โ Utilized risk management techniques to mitigate potential losses while maximizing portfolio growth.โ Collaborated with senior traders and analysts to develop and refine trading strategies.โ Managed large capital positions with accountability for performance and profitability.โ Developed a deep understanding of market trends, financial products, and economic indicators.โ Used data-driven insights and trading platforms to execute trades efficiently in a high-pressure environment.โ Maintained compliance with regulatory standards and company policies in all trading activities. -
Financial Aid & Student Loan ConsultantCollege Debt Center May 2006 - Aug 2007โ Increased direct mail response rate from 0.4% to 1.3% through direct mail development and mailing strategy optimization.โ Developed and managed PPC campaigns, reducing cost-per-click by 20% while increasing clickthrough rates by 15%.
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Financial Aid & Student Loan ConsultantCollege Loan Corporation Jan 2002 - Apr 2006Las Vegas, Nv, Usโ Managed a consistently top-performing team of 35 loan consultants.โ Increased team conversion rate by 15% through weekly coaching (both group & individual).
Kris Alban Education Details
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University Of MarylandPsychology
Frequently Asked Questions about Kris Alban
What company does Kris Alban work for?
Kris Alban works for Bsg Advisers
What is Kris Alban's role at the current company?
Kris Alban's current role is ๐ฅธHappily-Nerdy Financial Planner | ๐ก๏ธ Fiduciary | ๐ฐ Recovering FinTech Co-Founder | ๐ฒ House-Rule-Loving Board Game Enthusiast.
What schools did Kris Alban attend?
Kris Alban attended University Of Maryland.
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