Kristian D. Colvin
Vice President, Financial Consultant

Kristian Colvin has worked very closely with clients to assist them with their investment needs. He works on a consultative basis to determine client needs so he can make the most suitable recommendations. He has been in the financial services industry for over 12 years working with a few of the most respected firms.

Kristian started his career with Morgan Stanley in Salt Lake City in 1997. He worked as a financial consultant. He was busy learning the ins & outs of the business & needs of his clients. In 1998 he transferred to the La Jolla office of Morgan Stanley to be closer to family. In 1999 he moved to Charles Schwab & Co. He worked in several different capacities for Schwab, including branch manager. Most of his 10+ years at Schwab was in the Private Client services offering. He helped some of the best clients at Schwab to manage their investments in a fee-based structure. While at Schwab, he became a Certified Financial Planner. This makes him qualified to assist clients with some of their more difficult financial decisions.

Prior to working in financial services Kristian Colvin achieved his Bachelor of Arts degree in Accounting & his MBA. Both were done at Westminster College of Salt Lake City. Kristian Lives in La Jolla California with his wife & recently born son. Much of his family lives in the surrounding area.

www.kristiancolvin.com