Kristen Moosmiller (CFP®)

Kristen Moosmiller focuses in the
following client markets or areas of practice:

College/Education Planning

Investment Advice with Ongoing Management

Retirement Plan Investment Advice

Retirement Planning & Distribution Rules

Tax Planning

Women's Financial Planning Issues

Planning Specialties

As founder and managing partner of NorthAvenue Financial Advocates, Kristen has developed a team that specializes in working with the next generation of clients. Multiple generations within families call NorthAvenue their financial planning ally.

Additional Information

For more than a decade, Kristen Moosmiller has worked closely with hundreds of individuals and families—particularly those approaching or in retirement—providing comprehensive, tailor-made financial plans with a focus on investments and taxes.

As a CERTIFIED FINANCIAL PLANNER™ and Enrolled Agent with the IRS, she is uniquely qualified to maximize tax savings for retirees. She also works with high-income individuals and small business owners, helping them strategize their tax savings in preparation for retirement.

?Currently, Kristen is soon to begin a three-year term as a national board member of NAPFA (National Association of Personal Financial Advisors – the largest fee-only advisor organization). She is also a member of FPA of Central Ohio (Financial Planning Association), NAWBO Columbus (National Association of Women Business Owners), and ACP (Alliance of Comprehensive Planners). She twice served as president of her regional FPA chapter, is a founder of a nationally recognized Generation–Y advisor peer group, and served on the NAPFA national committee for CFP® Practice Standards that worked to shape nationwide fiduciary standards for CFP®s. In 2016, Kristen was selected from more than 800 entrants to receive the prestigious “Top 40 Advisors under 40” award from InvestmentNews.

Beyond her career, Kristen is focused on making meaningful change in her community. Amongst her recent charitable efforts, Kristen has served on a local rotary club’s foundation and club boards, and led the local Service to Youth Committee in Westerville City Schools. She was recognized in Financial Planning magazine for her volunteer efforts and coordination at New Directions Career Center as past pro bono director of FPA of Central Ohio.