Helping Clients in Southern California
Krystian has been helping clients with their financial goals since 2010. Whether it’s developing a financial plan, managing investment assets, thinking through insurance topics or estate planning, he's here to ask the right questions, listen, and help members and clients work toward achieving financial success. His clients include individuals, families, senior executives and business owners, who all benefit from the increased confidence that comes with knowing they are on the road to financial independence.
He holds the Chartered Financial Analyst® designation and is a member of the New York Society of Security Analysts and the CFA Institute.
Outside of work, Krystian enjoys spending time with family, swimming and playing golf to stay fit.
Bachelor of Admin Studies (BAS) – York University
Master of Business Administration (MBA) – Western University, Ivey Business School
Registrations and Licenses
FINRA registered (Series 7 and 66, held with LPL Financial)
Life, Health and Long-Term Care licensed
CA Insurance License #0H27312