Moxie Wealth Management
Kristin Brandli Printon, WMCP®, AIF®, is a co-founder and Vice President of Moxie Wealth Management, established in 2015 to implement a goals-based approach to financial planning. Prior to this, Kristin co-founded the North Star Law Division under North Star Resource Group, where efforts have included a focus on financial education through various speaking engagements. Kristin has also served as an Independent Financial Consultant and was a Client Service Associate at UBS Financial Services. Kristin holds a Bachelor's degree in Business Administration with a concentration in Financial Planning from Colorado State University and has studied at the University of Melbourne.
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Moxie Wealth Management
Moxie Wealth Management was founded in 2015 by Joseph Burgess and Kristin Brandli Printon in an effort to brand a practice based on their unique goals-based approach. Prior to 2015, both were managing practices under the North Star Resource Group banner. Joe and Kristin share a passion for providing client solutions and have found that their formal partnership through Moxie Wealth Management elevates the combined practice. While they both still retain their affiliation with North Star Resource Group, the new team structure allows them greater flexibility and has increased the depth and breadth of solutions they deliver. Despite commonality in approach and client focus, each has different specialties in regard to his or her focus and service structure. Client need determines if a given engagement requires a consultation with Joe, Kristin or a collaborative approach. Regardless of who is managing your client experience, the Moxie model is focused on aligning your finances in support of your goals for the future. For a full list of our products and services, please visit our website at moxiewealthmanagement.com. While we occasionally post company news or updates on this page, for the most up-to-date insights and advice, please follow our advisors personal LinkedIn Pages. Investment advisor representative of Cetera Advisor Networks, LLC. Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic # 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. North Star Resource Group is independently owned and operated. Moxie Wealth Management is affiliated with North Star Resource Group.