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Kristin Johnson

Kristin Johnson

Sr. Client Service Specialist

Kristin started her professional career in the financial services industry in 1994. 

Her varied financial services skills, in addition to her innate ability to connect with others, yields an exceptional experience at every interaction she has with our clients. We appreciate her vital contribution to the firm.

Kristin’s integrity, kindness, and empathy greatly support her role of assisting with account transactions, helping clients with difficult paperwork, and managing and guiding client expectations during challenging times.

From Kristin

We are a boutique firm with staff that can be reached directly, as opposed to a large, faceless corporate entity with a generic call center. Our clients know that they are not alone and that they have someone partnering with them to help lighten their load and advisors to guide them through challenging situations.


Kristin Johnson

Kristin’s favorite way to matter is to support organizations that are dedicated to personal rights and women’s health.

Her favorite activities are visiting her family, playing with her dog, solo coastal hikes and reading.

A fun Fact about her, she has participated in bodybuilding competitions obtaining 2nd and 3rd place.

A quirky detail of hers, is that her favorite dinosaur is Tyrannosaurus Rex, and she collects decorations of the tyrant lizard.

She lives in Murrieta with her daughters.