Kristina helps lead Woodruff Sawyer’s Retirement Plan Practice, with more than 20 years of experience in the corporate pension and the investment industry. As an Accredited Investment Fiduciary (AIF©), she can serve as a co-fiduciary on the retirement programs she services. Kristina is responsible for ensuring that plan goals are met and that clients are kept abreast of new and creative strategies. She has been recognized as one of the National Association of Plan Advisors (NAPA) Top Female Retirement Advisors and San Francisco Magazine‘s Five Star Wealth Managers.
In 2019, Kristina was named one of the 2019 National Association of Plan Advisors Top Women Advisors the Captain category. In 2020, Kristina was named as one of the Financial Times Top Retirement Advisors and as a Top Woman Advisor by the National Association of Plan Advisors.
The pandemic has affected employees’ lives on many levels, including their financial wellness. Are they living on the edge of financial ruin or have they made changes to lessen the potential impact? We found that employees are rapidly reconfiguring their lives to cope with new financial realities, and employers are in a unique position to help them.
Financial clarity comes from understanding what financial wellness is and what it means for each person. This benefits insight discusses how both employers and employees define wellness, as well as what you can do for 2020.