Office Manager/Executive Assistant
Prior to joining Relevant Wealth Advisors, Kristi was an Office Manager and Executive Assistant for a boutique asset management firm in Marin. Kristi was responsible for supporting the CIO/CEO and handled a variety of administrative and managerial tasks.
Background, Education, and Professional Qualifications
Kristi’s background includes over 18 years of administrative, operational, and managerial roles in the financial services industry. Away from the office, Kristi enjoys spending time with her 3 children and 3 grandchildren.