Who am I?
My goal is to help people feel confident, educated and empowered when it comes to managing their personal wealth. At our family-run practice, we partner with individuals, families, small businesses and non-profit organizations to help them achieve their financial goals.
Biography
Kristin is a money expert and financial advisor at her family-run firm, O’Keeffe Financial Partners, based in Fairfield, NJ. Kristin has over 17 years of investment experience, having spent the first part of her career in the wild world of foreign exchange and emerging markets at various international banks, and serving most recently as Vice President at Morgan Stanley.
Kristin has chosen to use her background and experience towards the empowerment of individuals, families and small business owners in the challenging world of finance. She is especially passionate about working with women entrepreneurs and executives to provide them with creative financial strategies and solutions. She has found that helping people build and manage their wealth is extremely important and gratifying work.
In the past few years, in addition to working with clients and building her business, Kristin has discovered a passion for writing about money and has contributed to many publications such as Forbes, Girlboss, Hey Mama, My Domaine, NY Magazine and Coveteur. She has also been featured on the Today Show and the NBC Nightly News. Kristin also speaks about money, investing, and risk management. She has spoken at many companies and venues such as Soho House LA, Ludlow House, The Wing, Twitter, Warby Parker, Forbes, Spring Place and the Girlboss Rally in both NY and LA.
Kristin is a strong advocate to narrowing the gender pay gap and increasing the overall wealth of women. She is also an active member of her local community in Ridgewood, NJ and is involved with many female founder advocacy groups in New York City. If you have any press inquiries, email Jaspre@noise784.com
Featured*
*The information contained in this video does not purport to be a complete description of the securities, markets, or developments referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Any opinions are those of the speakers, and not necessarily those of RJFS. This material is being provided for information purposes only. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Please note, changes in tax laws may occur at any time and could have a substantial impact upon each person's situation. While we are familiar with the tax provisions of the issues presented herein, as Financial Advisors of RJFS, we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional.