AlphaCore Wealth Advisory
Kristina serves as a Senior Wealth Advisor at AlphaCore Wealth Advisory. Kristina has eight years of experience in comprehensive wealth management consulting with an expertise in alternative strategies. Prior to joining AlphaCore, Kristina was an investment consultant with Artivest in the Private Client Group, where she helped high net worth individuals and family offices integrate and diversify their portfolios with alternative investment strategies. Kristina has also worked in an investment advisory role with Fidelity Investments, helping individuals and families with comprehensive wealth planning, tailoring strategies based on her client’s unique situation, financial goals, and personal values. Outside of the office you’ll find Kristina hiking, paddle boarding, and involved in anything active. Kristina and her husband, Kevin, reside in Loomis, California.
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AlphaCore Wealth Advisory
At AlphaCore, they employ an innovative asset allocation philosophy. While traditional allocations to stocks, bonds, and real estate serve an important purpose, AlphaCore believes alternative investments should also be incorporated in order to properly diversify a portfolio.