Kristen Moosmiller, Ea, Cfp®

Kristen Moosmiller, Ea, Cfp® Email and Phone Number

Founder, Managing Partner, Senior Advisor @ NorthAvenue Financial Advocates
Columbus, OH, US
Kristen Moosmiller, Ea, Cfp®'s Location
Columbus, Ohio, United States, United States
Kristen Moosmiller, Ea, Cfp®'s Contact Details

Kristen Moosmiller, Ea, Cfp® personal email

n/a

Kristen Moosmiller, Ea, Cfp® phone numbers

About Kristen Moosmiller, Ea, Cfp®

Kristen Moosmiller, Ea, Cfp® is a Founder, Managing Partner, Senior Advisor at NorthAvenue Financial Advocates. She possess expertise in pro bono, financial planning. Colleagues describe her as "Kristen is bright and quick to learn. She is eager to apply her knowledge and does so with care and thoroughness. She would make an excellent support advisor and eventually grow into a proficient Lead Advisor."

Kristen Moosmiller, Ea, Cfp®'s Current Company Details
NorthAvenue Financial Advocates

Northavenue Financial Advocates

View
Founder, Managing Partner, Senior Advisor
Columbus, OH, US
Website:
northavenuefa.com
Employees:
10
Kristen Moosmiller, Ea, Cfp® Work Experience Details
  • Northavenue Financial Advocates
    Founder, Managing Partner, Senior Advisor
    Northavenue Financial Advocates
    Columbus, Oh, Us
    View
  • Northavenue Financial Advocates
    Founder & Senior Advisor
    Northavenue Financial Advocates Jan 2019 - Present
    Columbus, Ohio, Us
    NorthAvenue is a women-led, women-owned tax-focused wealth management company.
    View
  • Women Presidents Organization
    Member
    Women Presidents Organization Apr 2023 - Present
    New York, Ny, Us
    The WPO is a non-profit membership organization for women presidents, CEOs, and managing directors of privately held, multimillion-dollar companies.
    View
  • National Association Of Personal Financial Advisors
    National Board Member
    National Association Of Personal Financial Advisors Sep 2019 - Aug 2022
    Chicago, Il, Us
    For 40 years, NAPFA has been the standard bearer for Fee-Only, fiduciary financial advisors advocating for high professional and ethical standards.
    View
  • Partnership Financial Llc
    Managing Partner And Senior Advisor
    Partnership Financial Llc Jan 2017 - Dec 2018
    Columbus, Oh, Us
    View
  • Partnership Financial Llc
    Senior Financial Planner
    Partnership Financial Llc Nov 2014 - Dec 2016
    Columbus, Oh, Us
    View
  • Rotary Club Of Westerville Sunrise
    Chair Service To Youth Committee
    Rotary Club Of Westerville Sunrise Sep 2015 - Jun 2018
  • Rotary Club Of Westerville Sunrise
    Secretary
    Rotary Club Of Westerville Sunrise Jul 2017 - Nov 2017
  • Rotary Club Of Westerville Sunrise
    Board Member Westerville Sunrise Rotary Club
    Rotary Club Of Westerville Sunrise Jul 2016 - Jun 2017
  • Rotary Club Of Westerville Sunrise
    Board Member Westerville Sunrise Rotary Foundation
    Rotary Club Of Westerville Sunrise Jul 2015 - Jun 2016
  • Financial Planning Association Of Central Ohio
    Chairwoman
    Financial Planning Association Of Central Ohio Jan 2016 - Dec 2016
    Denver, Colorado, Us
    View
  • Financial Planning Association Of Central Ohio
    President
    Financial Planning Association Of Central Ohio Jan 2014 - Dec 2015
    Denver, Colorado, Us
    View
  • Financial Planning Association Of Central Ohio
    Pro Bono Director
    Financial Planning Association Of Central Ohio Apr 2012 - Dec 2013
    Denver, Colorado, Us
    View
  • Alliance Of Comprehensive Planners
    Chair Pr & Marketing Committee
    Alliance Of Comprehensive Planners Feb 2016 - Sep 2016
    Wilmington, North Carolina, Us
    ACP is a non-profit alliance of fee-only advisors who offer retainer based, comprehensive personal financial planning. We serve our member advisors through training, ongoing support and a collaborative community who share best practices.
    View
  • Pds Planning, Inc.
    Senior Financial Planner
    Pds Planning, Inc. Dec 2011 - Nov 2014
    Dublin, Ohio, Us
    View
  • Pds Planning, Inc.
    Assistant To Financial Planning
    Pds Planning, Inc. Jan 2009 - Dec 2011
    Dublin, Ohio, Us
    View
  • Wealth Planning Corporation
    Apprentice Financial Planner
    Wealth Planning Corporation Jun 2008 - Nov 2008
  • Xavier University
    Student Fund Manager
    Xavier University Sep 2007 - May 2008
    Cincinnati, Oh, Us
    View
  • Bahl & Gaynor Investment Counsel
    Finance & Marketing Intern
    Bahl & Gaynor Investment Counsel Nov 2006 - Jun 2007

Kristen Moosmiller, Ea, Cfp® Skills

Pro Bono Financial Planning

Kristen Moosmiller, Ea, Cfp® Education Details

  • Xavier University
    Xavier University
    Finance And Marketing

Frequently Asked Questions about Kristen Moosmiller, Ea, Cfp®

What company does Kristen Moosmiller, Ea, Cfp® work for?

Kristen Moosmiller, Ea, Cfp® works for Northavenue Financial Advocates

What is Kristen Moosmiller, Ea, Cfp®'s role at the current company?

Kristen Moosmiller, Ea, Cfp®'s current role is Founder, Managing Partner, Senior Advisor.

What is Kristen Moosmiller, Ea, Cfp®'s email address?

Kristen Moosmiller, Ea, Cfp®'s email address is mo****@****pfa.org

What is Kristen Moosmiller, Ea, Cfp®'s direct phone number?

Kristen Moosmiller, Ea, Cfp®'s direct phone number is +151350*****

What schools did Kristen Moosmiller, Ea, Cfp® attend?

Kristen Moosmiller, Ea, Cfp® attended Xavier University.

What skills is Kristen Moosmiller, Ea, Cfp® known for?

Kristen Moosmiller, Ea, Cfp® has skills like Pro Bono, Financial Planning.

Who are Kristen Moosmiller, Ea, Cfp®'s colleagues?

Kristen Moosmiller, Ea, Cfp®'s colleagues are Christopher Smith, Christina Graves, Emily Paulus, Jeff Theado, Northavenue Financial Advocates.

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