Kristen Klocko

Investment Associate at Wealth Strategy Partners

Kristen Klocko is a Financial Advisor at WestPac Wealth Partners since May 2019, where responsibilities include serving as a Registered Representative for Park Avenue Securities LLC. Prior experience encompasses roles as an Investment Counselor at Fisher Investments (October 2016 - May 2019) and as a Financial Planning Case Manager at Lincoln Financial Advisors (August 2014 - September 2016). Kristen Klocko's earlier positions include Sector Facilitator and Sector Analyst for the Ithaca Real Time Fund, focusing on equity research and portfolio management, along with a Junior Analyst role at Core Trading Consultants, where financial modeling and analysis were key tasks. Additional experience includes advising freshmen students as a Peer Advisor, event management as Director of Events for Ithaca College School of Business, and a customer service position at Macy's. Kristen Klocko holds a Bachelor of Science in Business Administration with a concentration in Finance from Ithaca College (2010 - 2014).

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