Kristin Short (CFP®, PhD)

Kristin Short focuses in the
following client markets or areas of practice:

  • Fixed Fee (Subscription, Retainer, etc.)
  • Hourly
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

NAPFA Start Date

November 20, 2023


This Office

Virtual Office Thousand Oaks, CA 91320 Phone: (805) 267-9540