Kristen Stone

Administrative Assistant

Kristin started her journey in the financial services arena over 20 years ago.  Working with independent financial advisors for 5 of those years, Kristin brings a wealth of hands-on administrative know-how to our office. With her passion for and knowledge of day-to-day administrative tasks, Kristin strives to assist you in achieving your individual goals.

Kristin lives in Southern California with her partner Anthony and their two children. In her down time, she enjoys hiking, reading a good book and movie nights with her family.

Phone (805) 991-2600