Helping Clients in Southern California, Hawaii and Washington
About Krystian
As a Financial Consultant at Alliant Retirement and Investment Services, I focus on financial planning, investment management, retirement planning, and investment research. With over 20 years of experience in the financial services industry, I've had the privilege of working at institutions such as Lincoln Financial Advisors, Questar Capital, Lehman Brothers, Thomson Reuters, and TD Bank. I earned a Bachelor of Commerce from York University and an MBA from the University of Western Ontario.
I work with individuals, families, senior executives, and business owners and help guide them towards the path to financial independence. What I enjoy most about my job is talking with clients about their goals and dreams for the future. To assist the members of Alliant Credit Union further, I created and host the team’s Invest Savvy podcast, which takes listeners through the fundamentals of planning and investing, helping them make more informed decisions.
I'm a member of the New York Society of Security Analysts and the CFA Institute. I currently reside in Southern California with my family, where I enjoy staying fit, swimming and watching my kids play sports in my spare time.
Registrations and Licenses
FINRA registered (Series 7 and 66, held with LPL Financial)
Life, Health and Long-Term Care licensed
CA Insurance License #0H27312